+1,115.0%
RSP vs MCO
+2,446.5%
-1,331.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | 0.0% |
| 7D | -0.4% | -2.7% | +2.3% | +0.7% |
| 30D | -1.5% | +0.9% | -2.5% | -2.0% |
| 3M | +4.8% | +8.7% | -3.9% | +0.8% |
| 6M | +10.3% | +2.4% | +7.8% | +8.3% |
| YTD | +14.1% | -5.2% | +19.2% | +14.9% |
| 1Y | +17.0% | -4.4% | +21.4% | +17.1% |
| 3Y | +54.2% | +45.1% | +9.1% | +27.8% |
| 5Y | +51.5% | +31.5% | +20.0% | +28.7% |
| 10Y | +204.4% | +380.7% | -176.3% | +48.6% |
| All | +1,115.0% | +2,446.5% | -1,331.5% | +134.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MCO 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling