+61.0%
RSP vs DOW
-24.9%
+86.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | -0.1% |
| 7D | -1.0% | -9.5% | +8.5% | +0.5% |
| 30D | +2.6% | +13.1% | -10.5% | +0.4% |
| 3M | -0.8% | +4.8% | -5.6% | -1.8% |
| 6M | +6.3% | -16.7% | +22.9% | +9.4% |
| YTD | +14.1% | +38.9% | -24.7% | +2.5% |
| 1Y | +18.0% | +48.3% | -30.3% | +4.0% |
| 3Y | +61.0% | -24.4% | +85.4% | +65.4% |
| All | +61.0% | -24.9% | +86.0% | +65.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling