+210.3%
RSP vs SONY
+366.0%
-155.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.1% |
| 7D | +1.8% | -3.2% | +5.0% | +2.8% |
| 30D | +3.5% | +9.6% | -6.1% | +0.3% |
| 3M | +0.2% | +13.3% | -13.0% | -4.1% |
| 6M | +9.1% | +20.3% | -11.2% | +1.9% |
| YTD | +16.6% | +4.1% | +12.5% | +13.8% |
| 1Y | +17.9% | -11.9% | +29.8% | +21.7% |
| 3Y | +64.6% | +56.6% | +8.0% | +35.1% |
| 5Y | +48.4% | +10.9% | +37.5% | +35.2% |
| All | +210.3% | +366.0% | -155.7% | +82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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