+17.9%
RSP vs U
+19.5%
-1.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -1.9% | -0.9% |
| 7D | +1.8% | +2.8% | -1.1% | +1.7% |
| 30D | +3.5% | +7.6% | -4.1% | +3.2% |
| 3M | +0.2% | +12.7% | -12.5% | -0.3% |
| 6M | +9.1% | +87.0% | -77.8% | +6.5% |
| YTD | +16.6% | +13.6% | +3.0% | +15.1% |
| 1Y | +17.9% | +25.3% | -7.4% | +15.6% |
| All | +17.9% | +19.5% | -1.6% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling