+142.8%
RSP vs DOW
-5.2%
+148.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.7% | -1.5% |
| 7D | +1.8% | +3.7% | -1.9% | +0.5% |
| 30D | +3.5% | +16.3% | -12.8% | -1.8% |
| 3M | +0.2% | +9.7% | -9.5% | -3.4% |
| 6M | +9.1% | -14.1% | +23.2% | +13.6% |
| YTD | +16.6% | +46.6% | -30.0% | -3.0% |
| 1Y | +17.9% | +56.8% | -38.9% | -4.8% |
| 3Y | +64.6% | -20.4% | +85.0% | +67.7% |
| 5Y | +48.4% | -27.4% | +75.8% | +55.2% |
| All | +142.8% | -5.2% | +148.0% | +92.7% |
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