+211.0%
RSP vs SIRI
-7.4%
+218.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | +2.4% | -1.7% | +4.1% | +2.7% |
| 30D | +4.3% | +21.1% | -16.9% | -0.1% |
| 3M | -0.3% | +14.7% | -15.1% | -3.5% |
| 6M | +9.8% | +22.9% | -13.1% | +4.5% |
| YTD | +16.8% | +65.7% | -48.9% | +3.5% |
| 1Y | +19.5% | +53.5% | -34.0% | +7.6% |
| 3Y | +65.1% | -23.0% | +88.1% | +66.9% |
| 5Y | +48.7% | -41.5% | +90.2% | +54.6% |
| All | +211.0% | -7.4% | +218.4% | +180.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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