+15.6%
RSP vs NI
+4.9%
+10.7%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -3.1% | -0.6% | -2.6% | -3.0% |
| 30D | -3.4% | -1.4% | -2.0% | -3.2% |
| 3M | +3.6% | -10.6% | +14.2% | +5.7% |
| 6M | +9.0% | -9.9% | +18.9% | +10.8% |
| YTD | +12.2% | +1.2% | +11.0% | +10.2% |
| 1Y | +15.6% | +4.4% | +11.1% | +13.0% |
| All | +15.6% | +4.9% | +10.7% | +13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling