+204.4%
RSP vs ROP
+134.1%
+70.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.8% | +0.4% |
| 7D | -0.4% | -5.4% | +5.0% | +2.4% |
| 30D | -1.5% | -1.6% | +0.1% | -0.9% |
| 3M | +4.8% | +18.8% | -14.0% | -5.1% |
| 6M | +10.3% | +8.2% | +2.1% | +4.4% |
| YTD | +14.1% | -10.5% | +24.5% | +18.9% |
| 1Y | +17.0% | -23.7% | +40.8% | +33.1% |
| 3Y | +54.2% | -17.9% | +72.0% | +65.9% |
| 5Y | +51.5% | -15.3% | +66.8% | +58.0% |
| 10Y | +204.4% | +133.4% | +71.0% | +82.8% |
| All | +204.4% | +134.1% | +70.3% | +82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ROP 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling