+211.0%
RSP vs PHM
+670.5%
-459.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +2.4% | -4.1% | +6.5% | +3.7% |
| 30D | +4.3% | +16.1% | -11.9% | -0.8% |
| 3M | -0.3% | -2.5% | +2.2% | 0.0% |
| 6M | +9.8% | +12.9% | -3.1% | +4.7% |
| YTD | +16.8% | +9.0% | +7.8% | +12.0% |
| 1Y | +19.5% | +8.2% | +11.3% | +14.6% |
| 3Y | +65.1% | +58.4% | +6.7% | +35.4% |
| 5Y | +48.7% | +159.2% | -110.5% | -0.1% |
| All | +211.0% | +670.5% | -459.6% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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