+210.3%
RSP vs PWR
+1,857.9%
-1,647.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +1.8% | +19.1% | -17.3% | -3.8% |
| 30D | +3.5% | -12.0% | +15.5% | +6.5% |
| 3M | +0.2% | -10.6% | +10.8% | +2.1% |
| 6M | +9.1% | -20.8% | +29.9% | +14.4% |
| YTD | +16.6% | +43.7% | -27.1% | -2.5% |
| 1Y | +17.9% | +35.0% | -17.1% | +0.6% |
| 3Y | +64.6% | +249.4% | -184.8% | -8.6% |
| 5Y | +48.4% | +422.1% | -373.7% | -33.2% |
| All | +210.3% | +1,857.9% | -1,647.5% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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