+213.2%
RSP vs GE
+162.3%
+50.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.2% |
| 7D | +0.7% | +5.4% | -4.6% | -0.8% |
| 30D | +3.7% | +9.6% | -6.0% | +0.7% |
| 3M | +0.7% | -7.7% | +8.4% | +2.7% |
| 6M | +9.0% | +14.0% | -5.0% | +4.0% |
| YTD | +16.7% | +10.2% | +6.5% | +11.5% |
| 1Y | +19.0% | +8.9% | +10.1% | +13.9% |
| 3Y | +64.7% | +273.7% | -208.9% | +4.5% |
| 5Y | +49.6% | +410.2% | -360.6% | -16.0% |
| 10Y | +213.2% | +157.4% | +55.7% | +70.4% |
| All | +213.2% | +162.3% | +50.9% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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