+207.1%
RSP vs HD
+207.4%
-0.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.0% |
| 7D | -0.8% | -2.1% | +1.3% | +0.3% |
| 30D | -0.3% | -8.4% | +8.1% | +4.1% |
| 3M | +4.3% | +4.3% | -0.1% | +1.4% |
| 6M | +8.8% | -11.1% | +20.0% | +14.7% |
| YTD | +15.3% | -4.7% | +19.9% | +16.7% |
| 1Y | +18.3% | -19.8% | +38.1% | +30.9% |
| 3Y | +52.8% | +4.1% | +48.7% | +44.2% |
| 5Y | +51.7% | +10.3% | +41.4% | +35.0% |
| All | +207.1% | +207.4% | -0.3% | +65.9% |
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