+130.8%
RSP vs OPEN
-87.0%
+217.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -21.8% | +21.4% | +0.8% |
| 7D | -1.0% | -22.2% | +21.2% | +0.1% |
| 30D | +2.6% | -38.3% | +40.9% | +5.0% |
| 3M | -0.8% | -59.4% | +58.6% | +3.8% |
| 6M | +6.3% | -74.4% | +80.6% | +13.6% |
| YTD | +14.1% | -76.0% | +90.1% | +21.8% |
| 1Y | +18.0% | -78.7% | +96.7% | +26.3% |
| 3Y | +61.0% | -30.0% | +91.0% | +46.0% |
| 5Y | +45.6% | -93.7% | +139.3% | +38.7% |
| All | +130.8% | -87.0% | +217.8% | +107.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling