+204.4%
RSP vs SAN
+338.5%
-134.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.9% |
| 7D | -0.4% | +3.3% | -3.7% | -1.5% |
| 30D | -1.5% | +1.1% | -2.6% | -1.9% |
| 3M | +4.8% | +22.2% | -17.4% | -2.2% |
| 6M | +10.3% | +36.0% | -25.7% | -1.2% |
| YTD | +14.1% | +28.2% | -14.2% | +3.6% |
| 1Y | +17.0% | +54.1% | -37.1% | -0.4% |
| 3Y | +54.2% | +354.2% | -300.1% | -12.1% |
| 5Y | +51.5% | +387.3% | -335.8% | -19.0% |
| 10Y | +204.4% | +334.8% | -130.4% | +54.6% |
| All | +204.4% | +338.5% | -134.1% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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