+211.0%
RSP vs ADI
+631.6%
-420.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +1.2% |
| 7D | +2.4% | +9.5% | -7.1% | -1.1% |
| 30D | +4.3% | -1.4% | +5.7% | +4.1% |
| 3M | -0.3% | +4.7% | -5.1% | -3.0% |
| 6M | +9.8% | -7.4% | +17.2% | +10.7% |
| YTD | +16.8% | +48.1% | -31.2% | -3.0% |
| 1Y | +19.5% | +69.6% | -50.1% | -6.2% |
| 3Y | +65.1% | +144.4% | -79.2% | +6.1% |
| 5Y | +48.7% | +134.1% | -85.4% | -5.2% |
| All | +211.0% | +631.6% | -420.7% | +30.0% |
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