+213.2%
RSP vs ARWR
+1,055.7%
-842.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | +0.7% | -17.7% | +18.4% | +2.4% |
| 30D | +3.7% | -21.9% | +25.6% | +5.8% |
| 3M | +0.7% | -44.5% | +45.2% | +5.8% |
| 6M | +9.0% | -32.6% | +41.6% | +12.1% |
| YTD | +16.7% | -26.2% | +42.9% | +18.5% |
| 1Y | +19.0% | +23.0% | -4.0% | +14.6% |
| 3Y | +64.7% | +81.8% | -17.0% | +46.6% |
| 5Y | +49.6% | -36.0% | +85.6% | +41.3% |
| 10Y | +213.2% | +1,039.5% | -826.4% | +145.9% |
| All | +213.2% | +1,055.7% | -842.5% | +145.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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