+48.4%
RSP vs GE
+405.3%
-356.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | +2.4% | +2.7% | -0.3% | +1.5% |
| 30D | +4.3% | +8.1% | -3.8% | +1.7% |
| 3M | -0.3% | -7.9% | +7.5% | +1.8% |
| 6M | +9.8% | +12.9% | -3.1% | +4.8% |
| YTD | +16.8% | +8.2% | +8.7% | +12.0% |
| 1Y | +19.5% | +9.7% | +9.8% | +13.8% |
| 3Y | +65.1% | +266.1% | -201.0% | -3.9% |
| All | +48.4% | +405.3% | -356.9% | -29.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling