+213.4%
RSP vs P
+713.7%
-500.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.5% | -3.9% | -0.9% |
| 7D | -1.0% | -23.8% | +22.8% | +3.0% |
| 30D | +2.6% | -36.6% | +39.2% | +9.6% |
| 3M | -0.8% | +10.9% | -11.7% | -4.2% |
| 6M | +6.3% | +30.0% | -23.7% | -1.5% |
| YTD | +14.1% | +44.4% | -30.2% | +2.9% |
| 1Y | +18.0% | +3.9% | +14.1% | +11.4% |
| 3Y | +61.0% | +176.6% | -115.6% | +17.0% |
| 5Y | +45.6% | +249.3% | -203.7% | -2.6% |
| All | +213.4% | +713.7% | -500.3% | +72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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