+523.9%
RSP vs UUUU
-92.0%
+615.9%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.5% |
| 7D | -0.8% | -1.4% | +0.6% | -0.7% |
| 30D | -0.3% | +16.3% | -16.7% | -1.4% |
| 3M | +4.3% | -16.7% | +21.0% | +5.1% |
| 6M | +8.8% | -33.7% | +42.5% | +10.7% |
| YTD | +15.3% | -0.5% | +15.7% | +13.4% |
| 1Y | +18.3% | +28.9% | -10.6% | +13.3% |
| 3Y | +52.8% | +99.9% | -47.1% | +38.7% |
| 5Y | +51.7% | +135.3% | -83.6% | +33.1% |
| 10Y | +208.5% | +518.4% | -309.9% | +139.6% |
| All | +523.9% | -92.0% | +615.9% | +381.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling