+205.8%
RSP vs SU
+267.2%
-61.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -1.9% | +2.2% | -4.1% | -2.5% |
| 30D | -2.8% | +8.4% | -11.2% | -4.9% |
| 3M | +2.8% | +12.1% | -9.3% | -0.6% |
| 6M | +10.2% | +19.7% | -9.5% | +4.1% |
| YTD | +13.1% | +58.4% | -45.3% | -1.3% |
| 1Y | +14.8% | +67.2% | -52.5% | -1.4% |
| 3Y | +52.6% | +125.0% | -72.4% | +18.6% |
| 5Y | +51.6% | +355.1% | -303.4% | -7.7% |
| All | +205.8% | +267.2% | -61.4% | +87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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