+1,120.4%
RSP vs PWR
+14,948.0%
-13,827.7%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -12.3% | +9.4% | +0.7% |
| 7D | -1.4% | -19.9% | +18.4% | +4.5% |
| 30D | +2.1% | -29.3% | +31.4% | +11.9% |
| 3M | -0.9% | -25.5% | +24.5% | +6.5% |
| 6M | +7.5% | -34.0% | +41.5% | +18.3% |
| YTD | +14.6% | +20.7% | -6.1% | +3.8% |
| 1Y | +17.6% | +12.3% | +5.3% | +8.7% |
| 3Y | +60.8% | +201.9% | -141.1% | +5.3% |
| 5Y | +46.1% | +336.8% | -290.6% | -16.6% |
| 10Y | +221.4% | +1,748.9% | -1,527.5% | +14.0% |
| All | +1,120.4% | +14,948.0% | -13,827.7% | +209.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling