+1,115.8%
RSP vs GEN
+667.6%
+448.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.3% | +0.4% |
| 7D | -1.0% | +2.3% | -3.3% | -1.7% |
| 30D | +2.6% | +33.1% | -30.5% | -5.7% |
| 3M | -0.8% | +6.5% | -7.3% | -3.6% |
| 6M | +6.3% | +53.8% | -47.5% | -7.9% |
| YTD | +14.1% | +11.2% | +2.9% | +7.9% |
| 1Y | +18.0% | +19.4% | -1.4% | +9.3% |
| 3Y | +61.0% | +81.0% | -20.0% | +29.8% |
| 5Y | +45.6% | +33.4% | +12.1% | +25.2% |
| 10Y | +220.2% | +164.3% | +55.9% | +103.7% |
| All | +1,115.8% | +667.6% | +448.2% | +363.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling