+1,143.3%
RSP vs EAT
+1,306.9%
-163.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.5% | +3.7% | +2.6% |
| 7D | +0.4% | -3.9% | +4.4% | +1.3% |
| 30D | +3.7% | +5.0% | -1.3% | +2.3% |
| 3M | +0.8% | -9.6% | +10.4% | +2.1% |
| 6M | +9.1% | +46.8% | -37.7% | -1.1% |
| YTD | +16.7% | +41.8% | -25.1% | +5.4% |
| 1Y | +19.7% | +98.3% | -78.6% | -0.1% |
| 3Y | +66.7% | +503.1% | -436.3% | +3.3% |
| 5Y | +48.7% | +356.7% | -308.0% | -6.6% |
| 10Y | +215.6% | +349.8% | -134.2% | +68.3% |
| All | +1,143.3% | +1,306.9% | -163.6% | +320.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling