+210.3%
RSP vs NDAQ
+472.7%
-262.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | +0.1% | -0.4% |
| 7D | +1.8% | +1.7% | +0.1% | +1.0% |
| 30D | +3.5% | +16.2% | -12.7% | -3.8% |
| 3M | +0.2% | +14.0% | -13.8% | -6.2% |
| 6M | +9.1% | +22.3% | -13.1% | -2.0% |
| YTD | +16.6% | +13.0% | +3.6% | +8.0% |
| 1Y | +17.9% | +24.0% | -6.1% | +3.9% |
| 3Y | +64.6% | +117.1% | -52.5% | +6.0% |
| 5Y | +48.4% | +67.5% | -19.1% | +7.8% |
| All | +210.3% | +472.7% | -262.4% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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