+215.7%
RSP vs FITB
+226.2%
-10.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | -0.3% | -0.6% | +0.3% | -0.1% |
| 30D | +4.4% | +7.0% | -2.6% | +1.7% |
| 3M | +1.3% | -4.8% | +6.0% | +3.0% |
| 6M | +10.0% | +13.5% | -3.6% | +4.3% |
| YTD | +17.6% | +19.1% | -1.5% | +8.9% |
| 1Y | +19.2% | +30.8% | -11.5% | +6.4% |
| 3Y | +66.0% | +141.6% | -75.6% | +14.6% |
| 5Y | +50.4% | +48.3% | +2.1% | +21.7% |
| 10Y | +215.7% | +215.9% | -0.3% | +75.5% |
| All | +215.7% | +226.2% | -10.5% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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