+211.0%
RSP vs UPS
+43.9%
+167.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.5% |
| 7D | +2.4% | +3.8% | -1.4% | +1.0% |
| 30D | +4.3% | +17.4% | -13.1% | -1.8% |
| 3M | -0.3% | +8.2% | -8.5% | -3.5% |
| 6M | +9.8% | +17.9% | -8.1% | +2.4% |
| YTD | +16.8% | +18.7% | -1.9% | +7.8% |
| 1Y | +19.5% | +24.8% | -5.3% | +8.1% |
| 3Y | +65.1% | -4.5% | +69.7% | +59.9% |
| 5Y | +48.7% | -33.2% | +81.9% | +65.1% |
| All | +211.0% | +43.9% | +167.1% | +116.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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