+204.4%
RSP vs EAT
+373.3%
-168.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.3% | -0.5% |
| 7D | -0.4% | -4.9% | +4.5% | +0.5% |
| 30D | -1.5% | -1.2% | -0.3% | -1.5% |
| 3M | +4.8% | +52.2% | -47.4% | -3.2% |
| 6M | +10.3% | +65.0% | -54.8% | -0.3% |
| YTD | +14.1% | +55.0% | -41.0% | +3.9% |
| 1Y | +17.0% | +42.1% | -25.1% | +7.7% |
| 3Y | +54.2% | +614.7% | -560.5% | +1.4% |
| 5Y | +51.5% | +322.7% | -271.2% | +5.4% |
| 10Y | +204.4% | +382.0% | -177.6% | +88.3% |
| All | +204.4% | +373.3% | -168.9% | +88.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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