+215.7%
RSP vs O
+82.5%
+133.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.8% | +0.8% |
| 7D | -0.3% | +0.6% | -0.9% | -0.6% |
| 30D | +4.4% | +9.4% | -5.0% | +0.5% |
| 3M | +1.3% | -2.4% | +3.6% | +2.2% |
| 6M | +10.0% | -1.9% | +11.8% | +10.5% |
| YTD | +17.6% | +10.5% | +7.2% | +12.0% |
| 1Y | +19.2% | +10.0% | +9.3% | +13.7% |
| 3Y | +66.0% | +40.5% | +25.6% | +40.6% |
| 5Y | +50.4% | +10.2% | +40.2% | +41.0% |
| 10Y | +215.7% | +82.5% | +133.2% | +151.8% |
| All | +215.7% | +82.5% | +133.2% | +151.8% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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