+204.4%
RSP vs ACN
+85.2%
+119.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | +0.7% |
| 7D | -0.4% | -4.8% | +4.4% | +1.6% |
| 30D | -1.5% | +1.9% | -3.4% | -2.6% |
| 3M | +4.8% | +3.9% | +0.9% | +1.1% |
| 6M | +10.3% | -15.0% | +25.3% | +15.5% |
| YTD | +14.1% | -31.9% | +46.0% | +31.7% |
| 1Y | +17.0% | -28.5% | +45.5% | +30.9% |
| 3Y | +54.2% | -41.9% | +96.1% | +85.3% |
| 5Y | +51.5% | -42.9% | +94.4% | +78.6% |
| 10Y | +204.4% | +88.7% | +115.7% | +92.1% |
| All | +204.4% | +85.2% | +119.2% | +92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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