+215.6%
RSP vs GEN
+166.9%
+48.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.2% | +2.3% |
| 7D | +0.4% | -0.3% | +0.7% | +0.5% |
| 30D | +3.7% | +28.2% | -24.5% | -1.6% |
| 3M | +0.8% | +2.6% | -1.8% | -0.4% |
| 6M | +9.1% | +32.7% | -23.6% | +1.7% |
| YTD | +16.7% | +11.3% | +5.5% | +12.4% |
| 1Y | +19.7% | +17.9% | +1.7% | +13.7% |
| 3Y | +66.7% | +66.3% | +0.4% | +46.2% |
| 5Y | +48.7% | +31.7% | +17.0% | +34.3% |
| 10Y | +215.6% | +150.0% | +65.6% | +139.8% |
| All | +215.6% | +166.9% | +48.7% | +139.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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