+54.2%
RSP vs WY
-23.0%
+77.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.6% |
| 7D | -0.4% | -2.1% | +1.7% | +0.3% |
| 30D | -1.5% | -10.5% | +9.0% | +2.1% |
| 3M | +4.8% | -4.9% | +9.7% | +6.2% |
| 6M | +10.3% | -4.9% | +15.2% | +11.4% |
| YTD | +14.1% | -1.7% | +15.7% | +13.4% |
| 1Y | +17.0% | -9.4% | +26.4% | +19.9% |
| 3Y | +54.2% | -22.3% | +76.5% | +63.7% |
| All | +54.2% | -23.0% | +77.2% | +63.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling