+215.7%
RSP vs GE
+160.4%
+55.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.4% |
| 7D | -0.3% | +4.0% | -4.3% | -1.5% |
| 30D | +4.4% | +11.1% | -6.6% | +1.1% |
| 3M | +1.3% | -6.7% | +8.0% | +3.0% |
| 6M | +10.0% | +14.3% | -4.3% | +4.8% |
| YTD | +17.6% | +11.7% | +5.9% | +11.9% |
| 1Y | +19.2% | +10.9% | +8.3% | +13.6% |
| 3Y | +66.0% | +279.0% | -213.0% | +4.9% |
| 5Y | +50.4% | +427.0% | -376.6% | -16.4% |
| 10Y | +215.7% | +158.6% | +57.1% | +71.4% |
| All | +215.7% | +160.4% | +55.2% | +71.4% |
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