+205.8%
RSP vs AZO
+296.8%
-91.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -1.9% | -3.6% | +1.7% | -0.8% |
| 30D | -2.8% | -5.6% | +2.7% | -1.1% |
| 3M | +2.8% | -6.6% | +9.5% | +4.7% |
| 6M | +10.2% | -22.5% | +32.7% | +18.6% |
| YTD | +13.1% | -15.2% | +28.3% | +17.7% |
| 1Y | +14.8% | -33.9% | +48.7% | +29.5% |
| 3Y | +52.6% | +11.8% | +40.8% | +41.1% |
| 5Y | +51.6% | +85.5% | -33.9% | +14.2% |
| All | +205.8% | +296.8% | -91.0% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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