+55.9%
RSP vs WU
-24.9%
+80.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.3% |
| 7D | -0.8% | -0.8% | +0.1% | -0.6% |
| 30D | -0.3% | -1.1% | +0.8% | -0.2% |
| 3M | +4.3% | -3.9% | +8.1% | +4.2% |
| 6M | +8.8% | -20.7% | +29.5% | +13.4% |
| YTD | +15.3% | -18.4% | +33.6% | +19.0% |
| 1Y | +18.3% | -8.1% | +26.3% | +17.9% |
| All | +55.9% | -24.9% | +80.8% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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