+135.2%
RSP vs DOW
-15.9%
+151.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | -1.8% | -6.0% | +4.2% | +0.2% |
| 30D | -2.5% | -2.7% | +0.2% | -1.8% |
| 3M | +3.0% | -10.5% | +13.5% | +6.1% |
| 6M | +8.9% | -12.4% | +21.3% | +11.0% |
| YTD | +13.0% | +30.0% | -17.1% | -1.8% |
| 1Y | +16.2% | +27.8% | -11.6% | +0.5% |
| 3Y | +52.7% | -34.9% | +87.6% | +68.3% |
| 5Y | +50.5% | -35.9% | +86.3% | +64.2% |
| All | +135.2% | -15.9% | +151.1% | +95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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