+50.4%
RSP vs PWR
+427.2%
-376.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.3% | -3.5% | -0.1% |
| 7D | -0.3% | +4.7% | -5.0% | -1.5% |
| 30D | +4.4% | -12.5% | +16.9% | +6.7% |
| 3M | +1.3% | -9.3% | +10.6% | +2.3% |
| 6M | +10.0% | -22.2% | +32.2% | +14.6% |
| YTD | +17.6% | +44.2% | -26.5% | +3.2% |
| 1Y | +19.2% | +35.5% | -16.3% | +6.2% |
| 3Y | +66.0% | +250.4% | -184.4% | +4.9% |
| 5Y | +50.4% | +425.6% | -375.2% | -19.0% |
| All | +50.4% | +427.2% | -376.7% | -19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling