+1,144.5%
RSP vs FISV
+768.3%
+376.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -1.4% |
| 7D | +2.4% | +1.4% | +0.9% | +1.7% |
| 30D | +4.3% | +38.4% | -34.2% | -10.4% |
| 3M | -0.3% | +14.9% | -15.3% | -7.3% |
| 6M | +9.8% | +21.8% | -12.0% | -2.0% |
| YTD | +16.8% | -5.0% | +21.9% | +15.1% |
| 1Y | +19.5% | -1.2% | +20.7% | +15.3% |
| 3Y | +65.1% | -47.5% | +112.7% | +82.3% |
| 5Y | +48.7% | -36.7% | +85.4% | +43.9% |
| 10Y | +213.6% | +26.9% | +186.7% | +88.6% |
| All | +1,144.5% | +768.3% | +376.2% | +144.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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