+1,127.7%
RSP vs GE
+316.8%
+810.9%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.9% |
| 7D | -0.8% | -1.6% | +0.8% | -0.1% |
| 30D | -0.3% | -11.6% | +11.2% | +4.5% |
| 3M | +4.3% | +3.0% | +1.3% | +2.4% |
| 6M | +8.8% | -0.5% | +9.3% | +7.5% |
| YTD | +15.3% | +9.7% | +5.5% | +8.8% |
| 1Y | +18.3% | +20.0% | -1.8% | +7.1% |
| 3Y | +52.8% | +275.8% | -223.0% | -17.4% |
| 5Y | +51.7% | +429.1% | -377.4% | -30.9% |
| 10Y | +208.5% | +151.2% | +57.3% | +78.4% |
| All | +1,127.7% | +316.8% | +810.9% | +405.9% |
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