+53.0%
RSP vs C
+128.9%
-75.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -0.8% | +3.6% | -4.4% | -2.1% |
| 30D | -0.3% | +0.1% | -0.4% | -0.4% |
| 3M | +4.3% | +2.4% | +1.9% | +3.0% |
| 6M | +8.8% | +24.9% | -16.1% | -0.8% |
| YTD | +15.3% | +19.8% | -4.5% | +6.2% |
| 1Y | +18.3% | +44.9% | -26.6% | +0.6% |
| 3Y | +52.8% | +263.0% | -210.2% | -14.8% |
| All | +53.0% | +128.9% | -75.9% | +0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling