+1,127.7%
RSP vs EEM
+816.6%
+311.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -1.5% |
| 7D | -0.8% | +2.3% | -3.1% | -2.1% |
| 30D | -0.3% | +4.5% | -4.9% | -3.0% |
| 3M | +4.3% | -0.1% | +4.3% | +3.3% |
| 6M | +8.8% | +16.9% | -8.1% | -2.4% |
| YTD | +15.3% | +26.2% | -11.0% | -1.4% |
| 1Y | +18.3% | +40.5% | -22.2% | -5.2% |
| 3Y | +52.8% | +86.2% | -33.4% | +3.0% |
| 5Y | +51.7% | +45.5% | +6.3% | +17.4% |
| 10Y | +208.5% | +128.6% | +79.8% | +80.5% |
| All | +1,127.7% | +816.6% | +311.1% | +181.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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