+211.0%
RSP vs C
+216.5%
-5.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +2.4% | +4.2% | -1.8% | +0.6% |
| 30D | +4.3% | +2.0% | +2.3% | +3.4% |
| 3M | -0.3% | -10.1% | +9.8% | +3.9% |
| 6M | +9.8% | +1.0% | +8.8% | +8.4% |
| YTD | +16.8% | +8.5% | +8.4% | +10.8% |
| 1Y | +19.5% | +25.7% | -6.2% | +6.2% |
| 3Y | +65.1% | +216.0% | -150.8% | -5.4% |
| 5Y | +48.7% | +112.3% | -63.6% | -0.2% |
| All | +211.0% | +216.5% | -5.6% | +70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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