+1,127.7%
RSP vs FLEX
+1,597.7%
-469.9%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.9% |
| 7D | -0.8% | -0.9% | +0.1% | -0.5% |
| 30D | -0.3% | -10.1% | +9.8% | +2.3% |
| 3M | +4.3% | -31.3% | +35.6% | +13.6% |
| 6M | +8.8% | +71.3% | -62.4% | -12.5% |
| YTD | +15.3% | +81.2% | -66.0% | -9.6% |
| 1Y | +18.3% | +98.5% | -80.2% | -10.6% |
| 3Y | +52.8% | +428.2% | -375.4% | -18.2% |
| 5Y | +51.7% | +657.3% | -605.6% | -28.9% |
| 10Y | +208.5% | +995.9% | -787.5% | +14.6% |
| All | +1,127.7% | +1,597.7% | -469.9% | +203.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling