+1,127.7%
RSP vs DIA
+950.6%
+177.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | +0.1% | +0.1% |
| 7D | -0.8% | -0.2% | -0.6% | -0.6% |
| 30D | -0.3% | -1.5% | +1.2% | +1.3% |
| 3M | +4.3% | +3.8% | +0.5% | +0.2% |
| 6M | +8.8% | +10.3% | -1.4% | -2.1% |
| YTD | +15.3% | +12.1% | +3.2% | +1.8% |
| 1Y | +18.3% | +18.6% | -0.4% | -1.7% |
| 3Y | +52.8% | +60.6% | -7.8% | -8.2% |
| 5Y | +51.7% | +64.4% | -12.7% | -10.8% |
| 10Y | +208.5% | +250.1% | -41.6% | -21.0% |
| All | +1,127.7% | +950.6% | +177.1% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 all: compounded portfolio wealth divided by compounded DIA 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…
all analysis · Full analysis span regression · 6 months rolling