+204.4%
RSP vs FLEX
+1,059.7%
-855.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.4% | -5.4% | -2.1% |
| 7D | -0.4% | +7.0% | -7.4% | -2.0% |
| 30D | -1.5% | -5.8% | +4.3% | -0.4% |
| 3M | +4.8% | -24.2% | +29.0% | +10.1% |
| 6M | +10.3% | +90.8% | -80.5% | -11.8% |
| YTD | +14.1% | +89.2% | -75.1% | -9.3% |
| 1Y | +17.0% | +104.7% | -87.7% | -9.8% |
| 3Y | +54.2% | +478.1% | -423.9% | -16.2% |
| 5Y | +51.5% | +726.2% | -674.7% | -27.6% |
| 10Y | +204.4% | +1,060.6% | -856.2% | +13.2% |
| All | +204.4% | +1,059.7% | -855.3% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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