+211.0%
RSP vs UUUU
+370.7%
-159.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.3% |
| 7D | +2.4% | -1.1% | +3.4% | +2.4% |
| 30D | +4.3% | -21.0% | +25.3% | +6.4% |
| 3M | -0.3% | -54.8% | +54.5% | +6.8% |
| 6M | +9.8% | -67.3% | +77.2% | +20.5% |
| YTD | +16.8% | -54.7% | +71.5% | +21.9% |
| 1Y | +19.5% | -57.4% | +76.9% | +25.0% |
| 3Y | +65.1% | -19.6% | +84.8% | +53.2% |
| 5Y | +48.7% | -40.0% | +88.7% | +36.1% |
| All | +211.0% | +370.7% | -159.8% | +103.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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