+215.6%
RSP vs ADI
+652.5%
-436.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +8.6% | -6.3% | -0.9% |
| 7D | +0.4% | -4.4% | +4.8% | +1.7% |
| 30D | +3.7% | -2.8% | +6.6% | +4.2% |
| 3M | +0.8% | +1.5% | -0.8% | -0.7% |
| 6M | +9.1% | -4.7% | +13.8% | +8.7% |
| YTD | +16.7% | +46.8% | -30.1% | -2.8% |
| 1Y | +19.7% | +74.9% | -55.2% | -7.2% |
| 3Y | +66.7% | +147.4% | -80.7% | +6.6% |
| 5Y | +48.7% | +131.9% | -83.2% | -4.8% |
| 10Y | +215.6% | +630.6% | -415.0% | +32.5% |
| All | +215.6% | +652.5% | -436.9% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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