+61.0%
RSP vs FND
-36.7%
+97.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -1.0% | +7.7% | -8.7% | -2.5% |
| 30D | +2.6% | +11.9% | -9.3% | +0.3% |
| 3M | -0.8% | -14.6% | +13.8% | +1.7% |
| 6M | +6.3% | +0.5% | +5.8% | +4.9% |
| YTD | +14.1% | -15.8% | +30.0% | +15.8% |
| 1Y | +18.0% | -12.9% | +30.9% | +18.7% |
| 3Y | +61.0% | -34.2% | +95.2% | +60.9% |
| All | +61.0% | -36.7% | +97.8% | +60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 3y: compounded portfolio wealth divided by compounded FND 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…
3y analysis · Full analysis span regression · 6 months rolling