+137.9%
RSP vs OPEN
-87.3%
+225.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.4% | +0.6% |
| 7D | -0.3% | -31.1% | +30.8% | +1.6% |
| 30D | +4.4% | -34.7% | +39.1% | +6.6% |
| 3M | +1.3% | -61.9% | +63.1% | +6.3% |
| 6M | +10.0% | -71.9% | +81.8% | +17.0% |
| YTD | +17.6% | -76.6% | +94.2% | +25.7% |
| 1Y | +19.2% | -83.9% | +103.1% | +29.7% |
| 3Y | +66.0% | -34.4% | +100.4% | +51.2% |
| 5Y | +50.4% | -93.9% | +144.4% | +43.5% |
| All | +137.9% | -87.3% | +225.2% | +113.9% |
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