+49.6%
RSP vs HAS
+51.6%
-2.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.8% | -0.2% |
| 7D | +0.7% | +3.3% | -2.5% | -0.1% |
| 30D | +3.7% | +30.5% | -26.9% | -3.6% |
| 3M | +0.7% | +29.9% | -29.2% | -6.3% |
| 6M | +9.0% | +26.5% | -17.5% | +1.7% |
| YTD | +16.7% | +51.9% | -35.3% | +2.7% |
| 1Y | +19.0% | +60.9% | -41.9% | +2.9% |
| 3Y | +64.7% | +215.0% | -150.3% | +13.3% |
| 5Y | +49.6% | +51.5% | -1.9% | +34.5% |
| All | +49.6% | +51.6% | -2.0% | +34.5% |
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