+209.8%
RSP vs FDX
+173.3%
+36.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.4% |
| 7D | -1.8% | -2.3% | +0.5% | -1.0% |
| 30D | -2.5% | -4.9% | +2.4% | -0.9% |
| 3M | +3.0% | -6.5% | +9.5% | +5.0% |
| 6M | +8.9% | +6.7% | +2.2% | +5.6% |
| YTD | +13.0% | +33.9% | -20.9% | +1.1% |
| 1Y | +16.2% | +72.2% | -55.9% | -4.9% |
| 3Y | +52.7% | +60.2% | -7.5% | +23.6% |
| 5Y | +50.5% | +62.9% | -12.5% | +16.9% |
| 10Y | +209.8% | +178.8% | +31.0% | +76.6% |
| All | +209.8% | +173.3% | +36.6% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 10y: compounded portfolio wealth divided by compounded FDX 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…
10y analysis · Full analysis span regression · 6 months rolling