+1,127.7%
RSP vs HAS
+1,030.5%
+97.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | -0.8% | -1.8% | +1.0% | -0.1% |
| 30D | -0.3% | +2.3% | -2.6% | -1.2% |
| 3M | +4.3% | +10.4% | -6.1% | +0.1% |
| 6M | +8.8% | -3.2% | +12.1% | +8.9% |
| YTD | +15.3% | +15.4% | -0.2% | +7.7% |
| 1Y | +18.3% | +18.8% | -0.5% | +9.0% |
| 3Y | +52.8% | +43.9% | +8.9% | +26.5% |
| 5Y | +51.7% | +13.9% | +37.8% | +34.1% |
| 10Y | +208.5% | +56.4% | +152.1% | +115.3% |
| All | +1,127.7% | +1,030.5% | +97.2% | +247.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling