+452.4%
RSP vs INDA
+115.1%
+337.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.8% | +0.7% | -1.5% | -1.1% |
| 30D | -0.3% | -0.8% | +0.5% | 0.0% |
| 3M | +4.3% | +3.9% | +0.3% | +2.3% |
| 6M | +8.8% | -0.7% | +9.5% | +9.0% |
| YTD | +15.3% | -7.7% | +22.9% | +19.4% |
| 1Y | +18.3% | -5.1% | +23.4% | +20.8% |
| 3Y | +52.8% | +13.6% | +39.2% | +42.3% |
| 5Y | +51.7% | +7.8% | +43.9% | +44.6% |
| 10Y | +208.5% | +84.6% | +123.8% | +123.2% |
| All | +452.4% | +115.1% | +337.2% | +270.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling