+209.8%
RSP vs PH
+795.7%
-585.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.7% |
| 7D | -1.8% | 0.0% | -1.8% | -1.8% |
| 30D | -2.5% | -10.3% | +7.8% | +2.3% |
| 3M | +3.0% | +5.1% | -2.1% | +0.1% |
| 6M | +8.9% | +2.3% | +6.6% | +6.6% |
| YTD | +13.0% | +8.7% | +4.3% | +7.2% |
| 1Y | +16.2% | +26.8% | -10.5% | +2.2% |
| 3Y | +52.7% | +139.2% | -86.5% | -4.1% |
| 5Y | +50.5% | +251.1% | -200.6% | -23.7% |
| 10Y | +209.8% | +812.6% | -602.7% | -4.4% |
| All | +209.8% | +795.7% | -585.8% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded PH 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling