+1,152.9%
RSP vs EXC
+478.0%
+674.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -0.3% | -1.4% | +1.1% | +0.3% |
| 30D | +4.4% | +8.3% | -3.8% | +0.6% |
| 3M | +1.3% | +2.6% | -1.3% | -0.1% |
| 6M | +10.0% | +5.2% | +4.8% | +6.9% |
| YTD | +17.6% | +7.5% | +10.1% | +12.5% |
| 1Y | +19.2% | +3.2% | +16.1% | +16.1% |
| 3Y | +66.0% | +29.5% | +36.5% | +42.2% |
| 5Y | +50.4% | +39.7% | +10.8% | +22.4% |
| 10Y | +215.7% | +200.1% | +15.6% | +71.6% |
| All | +1,152.9% | +478.0% | +674.8% | +400.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling