+66.3%
RSP vs EXC
+30.0%
+36.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -0.3% | -1.4% | +1.1% | -0.1% |
| 30D | +4.4% | +8.3% | -3.8% | +3.3% |
| 3M | +1.3% | +2.6% | -1.3% | +0.9% |
| 6M | +10.0% | +5.2% | +4.8% | +9.1% |
| YTD | +17.6% | +7.5% | +10.1% | +16.0% |
| 1Y | +19.2% | +3.2% | +16.1% | +18.4% |
| All | +66.3% | +30.0% | +36.2% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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