+64.8%
RSP vs RRX
+68.3%
-3.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.6% |
| 7D | +1.8% | +12.6% | -10.8% | -0.5% |
| 30D | +3.5% | +10.6% | -7.1% | +1.2% |
| 3M | +0.2% | +4.6% | -4.4% | -1.1% |
| 6M | +9.1% | -13.6% | +22.7% | +10.6% |
| YTD | +16.6% | +29.4% | -12.8% | +5.8% |
| 1Y | +17.9% | +31.9% | -14.0% | +6.3% |
| All | +64.8% | +68.3% | -3.5% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 3y: compounded portfolio wealth divided by compounded RRX 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…
3y analysis · Full analysis span regression · 6 months rolling