+213.2%
RSP vs ALL
+372.0%
-158.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.9% | -2.9% | -1.2% |
| 7D | +0.7% | -0.1% | +0.9% | +0.7% |
| 30D | +3.7% | +13.8% | -10.1% | -2.0% |
| 3M | +0.7% | -2.8% | +3.4% | +1.4% |
| 6M | +9.0% | +23.7% | -14.6% | -1.8% |
| YTD | +16.7% | +27.3% | -10.6% | +3.2% |
| 1Y | +19.0% | +30.5% | -11.6% | +3.8% |
| 3Y | +64.7% | +113.0% | -48.3% | +10.0% |
| 5Y | +49.6% | +157.6% | -108.0% | -13.5% |
| 10Y | +213.2% | +368.4% | -155.2% | +40.2% |
| All | +213.2% | +372.0% | -158.8% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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