+215.6%
RSP vs A
+328.7%
-113.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.1% | -0.8% | +1.0% |
| 7D | +0.4% | +4.8% | -4.3% | -1.4% |
| 30D | +3.7% | +5.6% | -1.9% | +1.3% |
| 3M | +0.8% | +23.6% | -22.8% | -8.1% |
| 6M | +9.1% | +56.4% | -47.3% | -10.9% |
| YTD | +16.7% | +33.4% | -16.7% | +1.6% |
| 1Y | +19.7% | +23.7% | -4.0% | +7.5% |
| 3Y | +66.7% | +71.0% | -4.3% | +24.1% |
| 5Y | +48.7% | +16.8% | +31.8% | +29.9% |
| 10Y | +215.6% | +323.8% | -108.2% | +57.5% |
| All | +215.6% | +328.7% | -113.2% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling