+17.0%
RSP vs SFM
-45.2%
+62.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.5% | +5.5% | -0.9% |
| 7D | -0.4% | -5.8% | +5.4% | -0.3% |
| 30D | -1.5% | -11.4% | +9.8% | -1.3% |
| 3M | +4.8% | -12.2% | +17.0% | +5.0% |
| 6M | +10.3% | -5.2% | +15.4% | +10.2% |
| YTD | +14.1% | -4.5% | +18.5% | +14.0% |
| 1Y | +17.0% | -45.4% | +62.4% | +25.4% |
| All | +17.0% | -45.2% | +62.2% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SFM.
Daily Out/Under-Performance
Portfolio return minus SFM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SFM 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SFM 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling