+209.8%
RSP vs SPXU
-99.5%
+309.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -0.5% |
| 7D | -1.8% | +1.3% | -3.1% | -1.4% |
| 30D | -2.5% | +5.1% | -7.7% | -0.9% |
| 3M | +3.0% | -9.1% | +12.1% | +0.5% |
| 6M | +8.9% | -29.6% | +38.5% | -1.2% |
| YTD | +13.0% | -27.7% | +40.6% | +3.8% |
| 1Y | +16.2% | -37.0% | +53.2% | +2.9% |
| 3Y | +52.7% | -80.2% | +132.9% | +1.4% |
| 5Y | +50.5% | -86.0% | +136.5% | +3.2% |
| 10Y | +209.8% | -99.5% | +309.4% | -6.2% |
| All | +209.8% | -99.5% | +309.4% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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