+204.4%
RSP vs GE
+151.9%
+52.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | -0.8% |
| 7D | -0.4% | +1.2% | -1.5% | -0.7% |
| 30D | -1.5% | -9.5% | +8.0% | +1.3% |
| 3M | +4.8% | +4.1% | +0.7% | +3.1% |
| 6M | +10.3% | +3.9% | +6.3% | +7.9% |
| YTD | +14.1% | +9.0% | +5.0% | +9.6% |
| 1Y | +17.0% | +21.9% | -4.9% | +8.2% |
| 3Y | +54.2% | +281.8% | -227.6% | -3.0% |
| 5Y | +51.5% | +436.7% | -385.2% | -16.4% |
| 10Y | +204.4% | +151.5% | +52.9% | +77.5% |
| All | +204.4% | +151.9% | +52.5% | +77.5% |
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