+207.1%
RSP vs C
+295.9%
-88.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | -0.8% | +3.6% | -4.4% | -2.3% |
| 30D | -0.3% | +0.1% | -0.4% | -0.5% |
| 3M | +4.3% | +2.4% | +1.9% | +2.8% |
| 6M | +8.8% | +24.9% | -16.1% | -1.9% |
| YTD | +15.3% | +19.8% | -4.5% | +5.1% |
| 1Y | +18.3% | +44.9% | -26.6% | -1.0% |
| 3Y | +52.8% | +263.0% | -210.2% | -17.4% |
| 5Y | +51.7% | +129.5% | -77.8% | -1.3% |
| All | +207.1% | +295.9% | -88.8% | +47.1% |
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