+54.2%
RSP vs NWSA
+44.8%
+9.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.8% | -0.4% |
| 7D | -0.4% | -2.6% | +2.2% | +0.5% |
| 30D | -1.5% | +4.6% | -6.1% | -3.0% |
| 3M | +4.8% | +10.2% | -5.4% | +1.2% |
| 6M | +10.3% | +21.6% | -11.4% | +2.4% |
| YTD | +14.1% | +14.6% | -0.6% | +8.1% |
| 1Y | +17.0% | +0.4% | +16.7% | +17.0% |
| 3Y | +54.2% | +45.0% | +9.2% | +30.8% |
| All | +54.2% | +44.8% | +9.4% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 3y: compounded portfolio wealth divided by compounded NWSA 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…
3y analysis · Full analysis span regression · 6 months rolling