+53.0%
RSP vs DAR
-11.0%
+64.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.3% |
| 7D | -0.8% | +1.4% | -2.1% | -1.1% |
| 30D | -0.3% | +12.8% | -13.1% | -2.9% |
| 3M | +4.3% | +7.4% | -3.1% | +2.4% |
| 6M | +8.8% | +22.3% | -13.4% | +3.7% |
| YTD | +15.3% | +81.1% | -65.8% | +1.1% |
| 1Y | +18.3% | +106.5% | -88.2% | +0.4% |
| 3Y | +52.8% | +5.3% | +47.5% | +47.5% |
| All | +53.0% | -11.0% | +64.0% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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