+21.8%
RSP vs WFC
+2.7%
+19.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.2% | -0.4% | +1.4% |
| 7D | +2.7% | +4.5% | -1.8% | +1.8% |
| 30D | +5.8% | +7.4% | -1.6% | +4.2% |
| 3M | +1.8% | -0.5% | +2.3% | +1.7% |
| 6M | +11.6% | +11.7% | -0.1% | +8.7% |
| YTD | +18.0% | -4.6% | +22.6% | +18.7% |
| 1Y | +21.8% | +2.5% | +19.3% | +18.6% |
| All | +21.8% | +2.7% | +19.2% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 1y: compounded portfolio wealth divided by compounded WFC 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…
1y analysis · Full analysis span regression · 6 months rolling