+133.1%
RSP vs OPEN
-70.7%
+203.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.5% |
| 7D | -0.8% | -4.3% | +3.5% | -0.5% |
| 30D | -0.3% | -16.2% | +15.9% | +0.6% |
| 3M | +4.3% | -36.4% | +40.6% | +6.5% |
| 6M | +8.8% | -35.5% | +44.3% | +10.8% |
| YTD | +15.3% | -46.0% | +61.2% | +18.1% |
| 1Y | +18.3% | -47.1% | +65.4% | +18.6% |
| 3Y | +52.8% | -19.0% | +71.8% | +38.8% |
| 5Y | +51.7% | -83.6% | +135.3% | +38.0% |
| All | +133.1% | -70.7% | +203.8% | +101.0% |
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 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