+61.6%
RSP vs C
+204.2%
-142.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.0% | +2.1% | -1.3% |
| 7D | -1.4% | -5.3% | +3.9% | +0.2% |
| 30D | +2.1% | -7.3% | +9.5% | +4.5% |
| 3M | -0.9% | -13.5% | +12.5% | +3.4% |
| 6M | +7.5% | -6.5% | +14.0% | +9.0% |
| YTD | +14.6% | +3.6% | +11.0% | +11.6% |
| 1Y | +17.6% | +18.9% | -1.3% | +8.9% |
| All | +61.6% | +204.2% | -142.5% | +0.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling