+215.7%
RSP vs HD
+247.4%
-31.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -0.3% | -1.2% | +0.9% | +0.3% |
| 30D | +4.4% | +20.9% | -16.4% | -5.4% |
| 3M | +1.3% | -0.2% | +1.4% | +0.9% |
| 6M | +10.0% | +14.5% | -4.5% | +1.5% |
| YTD | +17.6% | +4.3% | +13.3% | +13.3% |
| 1Y | +19.2% | -3.5% | +22.7% | +19.4% |
| 3Y | +66.0% | +30.1% | +35.9% | +38.6% |
| 5Y | +50.4% | +8.5% | +42.0% | +35.7% |
| 10Y | +215.7% | +245.3% | -29.6% | +68.6% |
| All | +215.7% | +247.4% | -31.7% | +68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 10y: compounded portfolio wealth divided by compounded HD 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…
10y analysis · Full analysis span regression · 6 months rolling