+143.1%
RSP vs NTR
+98.7%
+44.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | 0.0% |
| 7D | -3.1% | -2.5% | -0.7% | -2.4% |
| 30D | -3.4% | +17.0% | -20.4% | -7.9% |
| 3M | +3.6% | +22.2% | -18.6% | -2.7% |
| 6M | +9.0% | +5.2% | +3.8% | +6.1% |
| YTD | +12.2% | +29.7% | -17.5% | +1.9% |
| 1Y | +15.6% | +39.4% | -23.8% | +2.1% |
| 3Y | +51.6% | +38.2% | +13.5% | +31.5% |
| 5Y | +50.4% | +47.6% | +2.8% | +15.6% |
| All | +143.1% | +98.7% | +44.5% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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