+1,115.8%
RSP vs HD
+2,010.6%
-894.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.5% | +0.6% |
| 7D | -1.0% | +4.3% | -5.4% | -3.4% |
| 30D | +2.6% | +20.2% | -17.6% | -7.4% |
| 3M | -0.8% | -1.0% | +0.2% | -0.8% |
| 6M | +6.3% | +7.9% | -1.6% | +0.8% |
| YTD | +14.1% | +2.0% | +12.1% | +11.0% |
| 1Y | +18.0% | -4.3% | +22.3% | +18.5% |
| 3Y | +61.0% | +25.9% | +35.1% | +36.5% |
| 5Y | +45.6% | +5.8% | +39.8% | +32.9% |
| 10Y | +220.2% | +262.5% | -42.4% | +41.4% |
| All | +1,115.8% | +2,010.6% | -894.8% | +88.2% |
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