+213.2%
RSP vs SPXU
-99.5%
+312.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | +0.3% |
| 7D | +0.7% | +0.5% | +0.2% | +1.4% |
| 30D | +3.7% | +10.9% | -7.2% | +7.8% |
| 3M | +0.7% | +9.6% | -8.9% | +4.5% |
| 6M | +9.0% | -4.7% | +13.7% | +9.0% |
| YTD | +16.7% | -24.6% | +41.3% | +9.5% |
| 1Y | +19.0% | -24.7% | +43.7% | +11.9% |
| 3Y | +64.7% | -80.0% | +144.8% | +9.7% |
| 5Y | +49.6% | -83.5% | +133.1% | +8.7% |
| All | +213.2% | -99.5% | +312.6% | -1.4% |
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