+6.3%
RSP vs GEN
+52.9%
-46.7%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.3% | -0.2% |
| 7D | -1.0% | +2.3% | -3.3% | -1.2% |
| 30D | +2.6% | +33.1% | -30.5% | +0.6% |
| 3M | -0.8% | +6.5% | -7.3% | -1.2% |
| 6M | +6.3% | +53.8% | -47.5% | +5.3% |
| All | +6.3% | +52.9% | -46.7% | +5.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling