+121.9%
RSP vs EOSE
-81.0%
+202.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.5% | -5.3% | 0.0% |
| 7D | +2.4% | +9.8% | -7.4% | +1.9% |
| 30D | +4.3% | -2.1% | +6.3% | +4.1% |
| 3M | -0.3% | -54.1% | +53.8% | +2.1% |
| 6M | +9.8% | -76.9% | +86.8% | +15.1% |
| YTD | +16.8% | -83.3% | +100.2% | +22.4% |
| 1Y | +19.5% | -87.4% | +106.9% | +26.4% |
| 3Y | +65.1% | +61.9% | +3.3% | +48.4% |
| 5Y | +48.7% | -82.1% | +130.8% | +32.8% |
| All | +121.9% | -81.0% | +202.9% | +111.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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