+1,115.8%
RSP vs DIA
+910.2%
+205.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 7D | -1.0% | -0.9% | -0.1% | -0.1% |
| 30D | +2.6% | +0.3% | +2.3% | +2.2% |
| 3M | -0.8% | -4.5% | +3.7% | +4.0% |
| 6M | +6.3% | +3.4% | +2.9% | +2.4% |
| YTD | +14.1% | +7.8% | +6.4% | +5.0% |
| 1Y | +18.0% | +10.7% | +7.3% | +5.4% |
| 3Y | +61.0% | +57.5% | +3.5% | -1.4% |
| 5Y | +45.6% | +53.7% | -8.1% | -8.2% |
| 10Y | +220.2% | +247.2% | -27.0% | -17.5% |
| All | +1,115.8% | +910.2% | +205.6% | +0.3% |
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