+210.3%
RSP vs HD
+240.6%
-30.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.4% |
| 7D | +1.8% | -0.5% | +2.3% | +2.0% |
| 30D | +3.5% | +18.5% | -15.0% | -5.3% |
| 3M | +0.2% | +2.2% | -1.9% | -1.3% |
| 6M | +9.1% | +13.8% | -4.7% | +1.0% |
| YTD | +16.6% | +3.4% | +13.2% | +12.9% |
| 1Y | +17.9% | -3.5% | +21.4% | +18.1% |
| 3Y | +64.6% | +29.0% | +35.6% | +37.9% |
| 5Y | +48.4% | +6.1% | +42.3% | +35.5% |
| All | +210.3% | +240.6% | -30.2% | +64.4% |
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