+210.3%
RSP vs NI
+196.3%
+14.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.4% | -1.1% |
| 7D | +1.8% | +3.1% | -1.3% | +0.5% |
| 30D | +3.5% | +11.2% | -7.7% | -1.1% |
| 3M | +0.2% | +9.8% | -9.6% | -3.8% |
| 6M | +9.1% | -1.6% | +10.7% | +9.4% |
| YTD | +16.6% | +12.6% | +4.0% | +10.0% |
| 1Y | +17.9% | +7.8% | +10.1% | +13.3% |
| 3Y | +64.6% | +100.5% | -35.9% | +18.7% |
| 5Y | +48.4% | +114.4% | -66.0% | +2.5% |
| All | +210.3% | +196.3% | +14.0% | +99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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