+205.8%
RSP vs IJH
+184.0%
+21.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.1% |
| 7D | -1.9% | -1.9% | 0.0% | -0.3% |
| 30D | -2.8% | -4.6% | +1.8% | +1.1% |
| 3M | +2.8% | -1.2% | +4.0% | +3.7% |
| 6M | +10.2% | +9.4% | +0.8% | +2.0% |
| YTD | +13.1% | +13.3% | -0.2% | +1.5% |
| 1Y | +14.8% | +13.4% | +1.4% | +2.8% |
| 3Y | +52.6% | +50.4% | +2.2% | +6.4% |
| 5Y | +51.6% | +49.0% | +2.7% | +5.8% |
| All | +205.8% | +184.0% | +21.8% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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