+55.9%
RSP vs SPXU
-81.1%
+137.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.7% | -0.1% |
| 7D | -0.8% | -0.1% | -0.6% | -0.8% |
| 30D | -0.3% | +0.8% | -1.2% | 0.0% |
| 3M | +4.3% | -4.7% | +9.0% | +3.6% |
| 6M | +8.8% | -29.6% | +38.4% | +0.3% |
| YTD | +15.3% | -29.9% | +45.1% | +6.5% |
| 1Y | +18.3% | -39.1% | +57.4% | +5.7% |
| All | +55.9% | -81.1% | +137.0% | +6.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling