+213.4%
RSP vs LIN
+424.3%
-210.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.8% | +0.3% |
| 7D | -1.0% | +0.2% | -1.2% | -1.1% |
| 30D | +2.6% | +6.5% | -3.9% | -1.0% |
| 3M | -0.8% | +5.5% | -6.3% | -3.8% |
| 6M | +6.3% | +3.3% | +2.9% | +3.7% |
| YTD | +14.1% | +22.0% | -7.9% | +0.8% |
| 1Y | +18.0% | +25.7% | -7.7% | +2.3% |
| 3Y | +61.0% | +36.2% | +24.8% | +31.9% |
| 5Y | +45.6% | +66.1% | -20.5% | +4.2% |
| All | +213.4% | +424.3% | -210.9% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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