+16.2%
RSP vs INDA
-7.9%
+24.1%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.7% |
| 7D | -1.8% | -2.6% | +0.8% | -0.9% |
| 30D | -2.5% | -2.9% | +0.4% | -1.5% |
| 3M | +3.0% | +2.4% | +0.6% | +2.1% |
| 6M | +8.9% | -2.6% | +11.5% | +8.9% |
| YTD | +13.0% | -10.0% | +22.9% | +14.2% |
| 1Y | +16.2% | -7.7% | +23.9% | +17.5% |
| All | +16.2% | -7.9% | +24.1% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1y: compounded portfolio wealth divided by compounded INDA 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…
1y analysis · Full analysis span regression · 6 months rolling