+1,115.8%
RSP vs GE
+300.3%
+815.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -1.5% |
| 7D | -1.0% | +7.1% | -8.1% | -3.8% |
| 30D | +2.6% | +6.5% | -3.9% | -0.2% |
| 3M | -0.8% | -13.6% | +12.8% | +4.6% |
| 6M | +6.3% | +6.0% | +0.3% | +2.6% |
| YTD | +14.1% | +5.4% | +8.8% | +9.1% |
| 1Y | +18.0% | +6.5% | +11.6% | +12.1% |
| 3Y | +61.0% | +268.6% | -207.6% | -12.4% |
| 5Y | +45.6% | +389.0% | -343.5% | -31.6% |
| 10Y | +220.2% | +163.3% | +56.9% | +79.1% |
| All | +1,115.8% | +300.3% | +815.5% | +407.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling