+210.3%
RSP vs RUN
+66.4%
+143.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.1% | +5.2% | -0.3% |
| 7D | +1.8% | -13.7% | +15.5% | +3.1% |
| 30D | +3.5% | +9.4% | -5.9% | +2.2% |
| 3M | +0.2% | -13.4% | +13.6% | +1.1% |
| 6M | +9.1% | -39.6% | +48.7% | +13.3% |
| YTD | +16.6% | -53.7% | +70.3% | +22.1% |
| 1Y | +17.9% | -56.2% | +74.1% | +23.9% |
| 3Y | +64.6% | -9.7% | +74.4% | +40.0% |
| 5Y | +48.4% | -85.5% | +133.9% | +49.4% |
| All | +210.3% | +66.4% | +143.9% | +96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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