+130.7%
RSP vs OPEN
-71.4%
+202.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | -0.9% |
| 7D | -0.4% | +1.0% | -1.4% | -0.5% |
| 30D | -1.5% | -11.9% | +10.4% | -0.9% |
| 3M | +4.8% | -28.8% | +33.6% | +6.4% |
| 6M | +10.3% | -38.6% | +48.9% | +12.6% |
| YTD | +14.1% | -47.3% | +61.4% | +17.1% |
| 1Y | +17.0% | -49.2% | +66.2% | +17.6% |
| 3Y | +54.2% | -18.8% | +73.0% | +40.0% |
| 5Y | +51.5% | -83.6% | +135.1% | +37.9% |
| All | +130.7% | -71.4% | +202.1% | +99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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