+45.4%
RSP vs GE
+386.1%
-340.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -1.2% |
| 7D | -1.0% | +7.1% | -8.1% | -3.1% |
| 30D | +2.6% | +6.5% | -3.9% | +0.5% |
| 3M | -0.8% | -13.6% | +12.8% | +3.4% |
| 6M | +6.3% | +6.0% | +0.3% | +3.4% |
| YTD | +14.1% | +5.4% | +8.8% | +10.3% |
| 1Y | +18.0% | +6.5% | +11.6% | +13.5% |
| 3Y | +61.0% | +268.6% | -207.6% | -6.5% |
| All | +45.4% | +386.1% | -340.7% | -29.5% |
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 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