+1,152.9%
RSP vs FISV
+770.0%
+382.9%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.4% |
| 7D | -0.3% | +3.0% | -3.3% | -1.6% |
| 30D | +4.4% | +38.8% | -34.3% | -10.3% |
| 3M | +1.3% | +21.2% | -19.9% | -8.1% |
| 6M | +10.0% | +17.5% | -7.5% | -0.2% |
| YTD | +17.6% | -4.9% | +22.5% | +15.8% |
| 1Y | +19.2% | -0.6% | +19.8% | +14.8% |
| 3Y | +66.0% | -47.4% | +113.5% | +83.3% |
| 5Y | +50.4% | -36.0% | +86.5% | +44.8% |
| 10Y | +215.7% | +27.1% | +188.6% | +89.9% |
| All | +1,152.9% | +770.0% | +382.9% | +145.9% |
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