+215.7%
RSP vs GEN
+156.5%
+59.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.4% |
| 7D | -0.3% | -0.8% | +0.5% | -0.1% |
| 30D | +4.4% | +31.2% | -26.8% | -1.4% |
| 3M | +1.3% | +6.1% | -4.8% | -0.6% |
| 6M | +10.0% | +38.1% | -28.1% | +1.7% |
| YTD | +17.6% | +14.4% | +3.2% | +12.6% |
| 1Y | +19.2% | +15.1% | +4.1% | +14.0% |
| 3Y | +66.0% | +68.5% | -2.5% | +45.2% |
| 5Y | +50.4% | +35.8% | +14.6% | +35.1% |
| 10Y | +215.7% | +155.4% | +60.3% | +138.9% |
| All | +215.7% | +156.5% | +59.1% | +138.9% |
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