+580.0%
RSP vs WU
-19.6%
+599.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.1% |
| 7D | -0.8% | -0.8% | +0.1% | -0.5% |
| 30D | -0.3% | -1.1% | +0.8% | 0.0% |
| 3M | +4.3% | -3.9% | +8.1% | +4.0% |
| 6M | +8.8% | -20.7% | +29.5% | +17.0% |
| YTD | +15.3% | -18.4% | +33.6% | +22.0% |
| 1Y | +18.3% | -8.1% | +26.3% | +18.0% |
| 3Y | +52.8% | -24.2% | +77.0% | +61.2% |
| 5Y | +51.7% | -50.4% | +102.2% | +87.3% |
| 10Y | +208.5% | -40.0% | +248.5% | +237.9% |
| All | +580.0% | -19.6% | +599.5% | +477.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling