+214.6%
RSP vs LIN
+430.4%
-215.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -2.5% |
| 7D | -1.4% | +3.6% | -5.0% | -3.4% |
| 30D | +2.1% | +6.4% | -4.2% | -1.4% |
| 3M | -0.9% | +6.5% | -7.4% | -4.5% |
| 6M | +7.5% | +4.9% | +2.7% | +4.1% |
| YTD | +14.6% | +23.4% | -8.9% | +0.5% |
| 1Y | +17.6% | +26.3% | -8.7% | +1.7% |
| 3Y | +60.8% | +38.0% | +22.8% | +30.8% |
| 5Y | +46.1% | +68.0% | -21.8% | +4.0% |
| All | +214.6% | +430.4% | -215.8% | +26.0% |
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