+53.9%
RSP vs UUUU
+97.0%
-43.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.1% | -1.1% |
| 7D | -0.4% | +2.8% | -3.2% | -0.5% |
| 30D | -1.5% | +3.4% | -4.9% | -1.7% |
| 3M | +4.8% | -3.9% | +8.7% | +4.7% |
| 6M | +10.3% | -23.2% | +33.4% | +10.9% |
| YTD | +14.1% | +0.6% | +13.5% | +12.6% |
| 1Y | +17.0% | +22.9% | -5.8% | +13.1% |
| All | +53.9% | +97.0% | -43.1% | +38.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling