+53.0%
RSP vs NET
+112.9%
-59.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.3% |
| 7D | -0.8% | -7.0% | +6.2% | 0.0% |
| 30D | -0.3% | -4.8% | +4.5% | 0.0% |
| 3M | +4.3% | +3.8% | +0.5% | +3.4% |
| 6M | +8.8% | +50.0% | -41.2% | +2.1% |
| YTD | +15.3% | +41.5% | -26.2% | +8.4% |
| 1Y | +18.3% | +32.8% | -14.5% | +11.7% |
| 3Y | +52.8% | +335.9% | -283.1% | +21.0% |
| All | +53.0% | +112.9% | -59.9% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 5y: compounded portfolio wealth divided by compounded NET 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…
5y analysis · Full analysis span regression · 6 months rolling