+847.3%
RSP vs SPXU
-100.0%
+947.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -7.0% | +9.3% | -0.1% |
| 7D | +0.4% | -1.5% | +1.9% | +0.4% |
| 30D | +3.7% | +9.7% | -5.9% | +7.6% |
| 3M | +0.8% | +8.4% | -7.7% | +4.4% |
| 6M | +9.1% | -5.7% | +14.8% | +8.6% |
| YTD | +16.7% | -25.4% | +42.2% | +8.7% |
| 1Y | +19.7% | -28.9% | +48.6% | +10.1% |
| 3Y | +66.7% | -81.2% | +147.9% | +6.9% |
| 5Y | +48.7% | -83.3% | +132.0% | +6.8% |
| 10Y | +215.6% | -99.5% | +315.1% | -5.4% |
| All | +847.3% | -100.0% | +947.3% | -10.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling