+1,127.7%
RSP vs EQT
+618.3%
+509.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.3% |
| 7D | -0.8% | +1.1% | -1.9% | -1.0% |
| 30D | -0.3% | +7.7% | -8.0% | -2.1% |
| 3M | +4.3% | +0.2% | +4.1% | +3.9% |
| 6M | +8.8% | -9.5% | +18.3% | +10.8% |
| YTD | +15.3% | +3.8% | +11.4% | +13.2% |
| 1Y | +18.3% | +7.8% | +10.5% | +14.7% |
| 3Y | +52.8% | +30.1% | +22.7% | +37.5% |
| 5Y | +51.7% | +188.6% | -136.9% | +4.6% |
| 10Y | +208.5% | +54.6% | +153.9% | +121.2% |
| All | +1,127.7% | +618.3% | +509.5% | +256.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling