+53.0%
RSP vs BEN
+39.3%
+13.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.0% | -1.7% |
| 7D | -0.8% | +0.2% | -1.0% | -0.9% |
| 30D | -0.3% | -0.5% | +0.2% | -0.2% |
| 3M | +4.3% | +9.7% | -5.4% | +0.5% |
| 6M | +8.8% | +33.9% | -25.1% | -3.0% |
| YTD | +15.3% | +49.0% | -33.7% | -1.6% |
| 1Y | +18.3% | +42.1% | -23.8% | +2.5% |
| 3Y | +52.8% | +51.9% | +0.9% | +25.6% |
| All | +53.0% | +39.3% | +13.7% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 5y: compounded portfolio wealth divided by compounded BEN 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…
5y analysis · Full analysis span regression · 6 months rolling