+211.0%
RSP vs ALB
+32.4%
+178.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.5% |
| 7D | +2.4% | -5.8% | +8.1% | +3.6% |
| 30D | +4.3% | -4.5% | +8.8% | +5.1% |
| 3M | -0.3% | -28.1% | +27.7% | +6.0% |
| 6M | +9.8% | -53.2% | +63.0% | +26.9% |
| YTD | +16.8% | -33.3% | +50.1% | +23.0% |
| 1Y | +19.5% | -17.4% | +36.9% | +19.6% |
| 3Y | +65.1% | -14.1% | +79.3% | +50.8% |
| 5Y | +48.7% | -64.0% | +112.7% | +62.7% |
| All | +211.0% | +32.4% | +178.6% | +104.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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