+1,127.7%
RSP vs GEN
+689.7%
+438.0%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +0.1% |
| 7D | -0.8% | -1.2% | +0.4% | -0.5% |
| 30D | -0.3% | +10.1% | -10.5% | -3.2% |
| 3M | +4.3% | +16.1% | -11.8% | -0.5% |
| 6M | +8.8% | +38.9% | -30.0% | -2.2% |
| YTD | +15.3% | +14.4% | +0.8% | +9.2% |
| 1Y | +18.3% | +5.9% | +12.4% | +14.5% |
| 3Y | +52.8% | +58.8% | -6.0% | +29.1% |
| 5Y | +51.7% | +24.7% | +27.0% | +34.4% |
| 10Y | +208.5% | +163.1% | +45.4% | +98.4% |
| All | +1,127.7% | +689.7% | +438.0% | +368.9% |
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 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