+1,127.7%
RSP vs BEN
+516.7%
+611.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.0% | -2.1% |
| 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% | -5.9% |
| YTD | +15.3% | +49.0% | -33.7% | -5.4% |
| 1Y | +18.3% | +42.1% | -23.8% | -1.2% |
| 3Y | +52.8% | +51.9% | +0.9% | +19.4% |
| 5Y | +51.7% | +39.0% | +12.7% | +19.5% |
| 10Y | +208.5% | +57.9% | +150.6% | +107.9% |
| All | +1,127.7% | +516.7% | +611.1% | +253.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling