+64.7%
RSP vs U
+124.7%
-60.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.1% |
| 7D | +0.7% | +24.4% | -23.6% | -1.1% |
| 30D | +3.7% | +7.4% | -3.7% | +2.9% |
| 3M | +0.7% | +16.8% | -16.1% | -0.9% |
| 6M | +9.0% | +78.8% | -69.7% | +3.3% |
| YTD | +16.7% | +14.0% | +2.7% | +13.9% |
| 1Y | +19.0% | +16.7% | +2.2% | +15.6% |
| 3Y | +64.7% | +86.4% | -21.6% | +45.8% |
| All | +64.7% | +124.7% | -60.0% | +45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling