+1,115.0%
RSP vs EQT
+617.6%
+497.4%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -0.4% | -0.8% | +0.5% | -0.2% |
| 30D | -1.5% | +6.6% | -8.2% | -3.1% |
| 3M | +4.8% | +4.4% | +0.4% | +3.4% |
| 6M | +10.3% | -10.5% | +20.8% | +12.6% |
| YTD | +14.1% | +3.7% | +10.3% | +12.0% |
| 1Y | +17.0% | +9.9% | +7.1% | +12.9% |
| 3Y | +54.2% | +35.4% | +18.8% | +37.4% |
| 5Y | +51.5% | +189.2% | -137.7% | +4.4% |
| 10Y | +204.4% | +50.7% | +153.7% | +120.6% |
| All | +1,115.0% | +617.6% | +497.4% | +253.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded EQT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling