+207.1%
RSP vs ALLY
+193.4%
+13.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | -0.8% | +3.7% | -4.4% | -2.0% |
| 30D | -0.3% | -2.3% | +1.9% | +0.4% |
| 3M | +4.3% | +3.8% | +0.4% | +2.7% |
| 6M | +8.8% | +9.7% | -0.9% | +4.8% |
| YTD | +15.3% | -1.4% | +16.7% | +14.8% |
| 1Y | +18.3% | +8.2% | +10.0% | +13.7% |
| 3Y | +52.8% | +66.5% | -13.7% | +22.3% |
| 5Y | +51.7% | +1.2% | +50.5% | +38.8% |
| All | +207.1% | +193.4% | +13.7% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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