+45.4%
RSP vs HAS
+50.4%
-5.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | -1.0% | -0.2% | -0.9% | -1.0% |
| 30D | +2.6% | +31.0% | -28.4% | -4.7% |
| 3M | -0.8% | +30.7% | -31.4% | -7.9% |
| 6M | +6.3% | +23.9% | -17.6% | -0.3% |
| YTD | +14.1% | +48.3% | -34.2% | +1.1% |
| 1Y | +18.0% | +60.2% | -42.2% | +2.2% |
| 3Y | +61.0% | +189.2% | -128.2% | +13.6% |
| All | +45.4% | +50.4% | -5.0% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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