+1,638.7%
RNST vs SPY
+3,091.8%
-1,453.1%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.8% |
| 7D | +0.8% | +0.1% | +0.6% | +0.7% |
| 30D | -6.2% | +0.1% | -6.2% | -6.2% |
| 3M | +2.7% | +2.0% | +0.7% | +0.6% |
| 6M | +8.4% | +13.0% | -4.6% | -2.9% |
| YTD | +19.0% | +13.5% | +5.4% | +6.1% |
| 1Y | +6.6% | +20.0% | -13.3% | -9.4% |
| 3Y | +58.0% | +77.2% | -19.2% | -3.7% |
| 5Y | +37.0% | +81.9% | -44.9% | -19.0% |
| 10Y | +49.6% | +314.1% | -264.4% | -55.0% |
| All | +1,638.7% | +3,091.8% | -1,453.1% | +153.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SPY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling