+1,152.9%
RSP vs NDAQ
+6,313.9%
-5,161.0%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -0.3% | 0.0% | -0.3% | -0.3% |
| 30D | +4.4% | +16.3% | -11.9% | -0.7% |
| 3M | +1.3% | +15.8% | -14.6% | -3.7% |
| 6M | +10.0% | +24.8% | -14.8% | +1.6% |
| YTD | +17.6% | +14.1% | +3.6% | +11.3% |
| 1Y | +19.2% | +26.5% | -7.3% | +9.0% |
| 3Y | +66.0% | +119.1% | -53.1% | +26.0% |
| 5Y | +50.4% | +70.9% | -20.5% | +22.5% |
| 10Y | +215.7% | +479.7% | -264.0% | +75.3% |
| All | +1,152.9% | +6,313.9% | -5,161.0% | +354.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling