+211.0%
RSP vs QSR
+137.6%
+73.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +2.4% | -2.9% | +5.3% | +3.5% |
| 30D | +4.3% | +4.1% | +0.1% | +2.6% |
| 3M | -0.3% | -0.7% | +0.3% | -0.4% |
| 6M | +9.8% | +0.4% | +9.4% | +9.0% |
| YTD | +16.8% | +13.5% | +3.3% | +10.0% |
| 1Y | +19.5% | +11.0% | +8.5% | +13.4% |
| 3Y | +65.1% | +22.0% | +43.2% | +48.3% |
| 5Y | +48.7% | +57.1% | -8.4% | +19.1% |
| All | +211.0% | +137.6% | +73.3% | +110.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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