+207.1%
RSP vs PWR
+2,334.2%
-2,127.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.7% |
| 7D | -0.8% | +3.6% | -4.4% | -1.9% |
| 30D | -0.3% | -8.6% | +8.2% | +2.3% |
| 3M | +4.3% | -13.2% | +17.4% | +7.8% |
| 6M | +8.8% | +9.9% | -1.1% | +2.5% |
| YTD | +15.3% | +48.0% | -32.8% | -3.0% |
| 1Y | +18.3% | +66.2% | -47.9% | -5.4% |
| 3Y | +52.8% | +195.1% | -142.3% | -7.6% |
| 5Y | +51.7% | +442.6% | -390.8% | -31.7% |
| All | +207.1% | +2,334.2% | -2,127.2% | -36.6% |
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