+215.6%
RSP vs D
+42.1%
+173.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.5% |
| 7D | +0.4% | +0.8% | -0.3% | +0.1% |
| 30D | +3.7% | +10.7% | -7.0% | -0.2% |
| 3M | +0.8% | +2.3% | -1.5% | -0.2% |
| 6M | +9.1% | +12.5% | -3.4% | +3.9% |
| YTD | +16.7% | +20.1% | -3.4% | +8.2% |
| 1Y | +19.7% | +15.6% | +4.1% | +12.4% |
| 3Y | +66.7% | +75.2% | -8.5% | +30.3% |
| 5Y | +48.7% | +14.6% | +34.1% | +37.3% |
| 10Y | +215.6% | +43.8% | +171.8% | +178.8% |
| All | +215.6% | +42.1% | +173.4% | +178.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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