+65.1%
RSP vs EQT
+39.3%
+25.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.1% |
| 7D | +2.4% | +6.9% | -4.5% | +1.5% |
| 30D | +4.3% | +0.4% | +3.8% | +4.1% |
| 3M | -0.3% | -2.0% | +1.7% | -0.2% |
| 6M | +9.8% | -5.0% | +14.8% | +10.2% |
| YTD | +16.8% | -0.3% | +17.1% | +16.0% |
| 1Y | +19.5% | -11.3% | +30.8% | +20.8% |
| 3Y | +65.1% | +38.3% | +26.8% | +54.7% |
| All | +65.1% | +39.3% | +25.9% | +54.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling