+215.6%
RSP vs ACGL
+332.3%
-116.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.5% | +1.9% |
| 7D | +0.4% | -1.1% | +1.5% | +0.9% |
| 30D | +3.7% | +13.1% | -9.4% | -1.6% |
| 3M | +0.8% | +9.8% | -9.0% | -3.3% |
| 6M | +9.1% | +15.3% | -6.2% | +2.1% |
| YTD | +16.7% | +12.7% | +4.0% | +9.7% |
| 1Y | +19.7% | +20.7% | -1.0% | +9.2% |
| 3Y | +66.7% | +34.3% | +32.4% | +40.8% |
| 5Y | +48.7% | +170.6% | -121.9% | -14.1% |
| 10Y | +215.6% | +330.6% | -115.0% | +44.3% |
| All | +215.6% | +332.3% | -116.8% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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