+1,127.7%
RSP vs HD
+1,872.8%
-745.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.4% |
| 3M | +4.3% | +4.3% | -0.1% | +1.3% |
| 6M | +8.8% | -11.1% | +20.0% | +14.9% |
| YTD | +15.3% | -4.7% | +19.9% | +16.8% |
| 1Y | +18.3% | -19.8% | +38.1% | +31.2% |
| 3Y | +52.8% | +4.1% | +48.7% | +44.4% |
| 5Y | +51.7% | +10.3% | +41.4% | +35.5% |
| 10Y | +208.5% | +203.2% | +5.3% | +50.8% |
| All | +1,127.7% | +1,872.8% | -745.1% | +97.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling