+1,127.7%
RSP vs HST
+504.2%
+623.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | -0.8% | -1.0% | +0.3% | -0.4% |
| 30D | -0.3% | -12.3% | +11.9% | +4.2% |
| 3M | +4.3% | -6.4% | +10.6% | +6.4% |
| 6M | +8.8% | +15.0% | -6.2% | +3.1% |
| YTD | +15.3% | +30.5% | -15.3% | +4.3% |
| 1Y | +18.3% | +35.7% | -17.4% | +5.3% |
| 3Y | +52.8% | +68.4% | -15.6% | +24.4% |
| 5Y | +51.7% | +73.1% | -21.4% | +19.1% |
| 10Y | +208.5% | +92.7% | +115.7% | +116.4% |
| All | +1,127.7% | +504.2% | +623.5% | +364.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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