+1,127.7%
RSP vs FISV
+621.6%
+506.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.7% |
| 7D | -0.8% | -0.3% | -0.4% | -0.6% |
| 30D | -0.3% | -2.1% | +1.7% | +0.3% |
| 3M | +4.3% | -5.7% | +10.0% | +5.7% |
| 6M | +8.8% | -15.3% | +24.2% | +14.7% |
| YTD | +15.3% | -21.1% | +36.4% | +24.5% |
| 1Y | +18.3% | -61.1% | +79.4% | +63.5% |
| 3Y | +52.8% | -56.8% | +109.6% | +85.9% |
| 5Y | +51.7% | -54.2% | +105.9% | +73.0% |
| 10Y | +208.5% | +1.6% | +206.9% | +107.9% |
| All | +1,127.7% | +621.6% | +506.2% | +164.2% |
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