+136.1%
RSP vs OPEN
-86.9%
+222.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.7% | +1.6% | +2.2% |
| 7D | +0.4% | -21.7% | +22.1% | +1.6% |
| 30D | +3.7% | -36.5% | +40.2% | +6.0% |
| 3M | +0.8% | -59.5% | +60.3% | +5.5% |
| 6M | +9.1% | -71.9% | +80.9% | +16.0% |
| YTD | +16.7% | -75.8% | +92.5% | +24.6% |
| 1Y | +19.7% | -78.5% | +98.2% | +28.0% |
| 3Y | +66.7% | -30.2% | +96.9% | +51.2% |
| 5Y | +48.7% | -93.3% | +142.0% | +41.4% |
| All | +136.1% | -86.9% | +222.9% | +112.0% |
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