+53.0%
RSP vs GEN
+24.6%
+28.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | 0.0% |
| 7D | -0.8% | -1.2% | +0.4% | -0.5% |
| 30D | -0.3% | +10.1% | -10.5% | -2.7% |
| 3M | +4.3% | +16.1% | -11.8% | +0.3% |
| 6M | +8.8% | +38.9% | -30.0% | -0.5% |
| YTD | +15.3% | +14.4% | +0.8% | +10.7% |
| 1Y | +18.3% | +5.9% | +12.4% | +16.0% |
| 3Y | +52.8% | +58.8% | -6.0% | +33.0% |
| All | +53.0% | +24.6% | +28.4% | +37.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling