+14.8%
RSP vs WY
-9.1%
+23.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -1.9% | -4.2% | +2.3% | -1.1% |
| 30D | -2.8% | -10.1% | +7.3% | -0.8% |
| 3M | +2.8% | -8.5% | +11.3% | +4.5% |
| 6M | +10.2% | -3.3% | +13.5% | +10.7% |
| YTD | +13.1% | -4.4% | +17.5% | +13.1% |
| 1Y | +14.8% | -11.5% | +26.2% | +17.2% |
| All | +14.8% | -9.1% | +23.8% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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