+1,115.0%
RSP vs SU
+1,297.5%
-182.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.9% | -1.3% |
| 7D | -0.4% | -1.0% | +0.6% | -0.1% |
| 30D | -1.5% | +13.7% | -15.2% | -5.3% |
| 3M | +4.8% | +8.0% | -3.2% | +1.9% |
| 6M | +10.3% | +21.0% | -10.7% | +3.1% |
| YTD | +14.1% | +56.2% | -42.2% | -1.2% |
| 1Y | +17.0% | +72.2% | -55.2% | -1.8% |
| 3Y | +54.2% | +118.1% | -63.9% | +18.3% |
| 5Y | +51.5% | +350.3% | -298.8% | -10.4% |
| 10Y | +204.4% | +248.5% | -44.1% | +78.1% |
| All | +1,115.0% | +1,297.5% | -182.5% | +405.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling