+215.6%
RSP vs GE
+165.1%
+50.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.8% | -1.5% | +1.1% |
| 7D | +0.4% | +6.3% | -5.8% | -1.4% |
| 30D | +3.7% | +8.9% | -5.2% | +0.9% |
| 3M | +0.8% | -9.2% | +10.0% | +3.3% |
| 6M | +9.1% | +13.2% | -4.1% | +4.3% |
| YTD | +16.7% | +9.4% | +7.3% | +11.8% |
| 1Y | +19.7% | +9.8% | +9.9% | +14.3% |
| 3Y | +66.7% | +278.2% | -211.5% | +5.3% |
| 5Y | +48.7% | +396.0% | -347.3% | -15.8% |
| 10Y | +215.6% | +162.4% | +53.2% | +71.5% |
| All | +215.6% | +165.1% | +50.4% | +71.5% |
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