+1,142.0%
RSP vs WY
+143.7%
+998.4%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | +0.1% | -0.4% |
| 7D | +1.8% | -5.4% | +7.2% | +4.4% |
| 30D | +3.5% | +7.9% | -4.4% | -0.4% |
| 3M | +0.2% | -16.6% | +16.8% | +8.3% |
| 6M | +9.1% | -11.2% | +20.3% | +13.8% |
| YTD | +16.6% | -11.3% | +27.9% | +20.9% |
| 1Y | +17.9% | -5.5% | +23.5% | +18.5% |
| 3Y | +64.6% | -25.4% | +90.0% | +80.9% |
| 5Y | +48.4% | -32.4% | +80.8% | +68.5% |
| 10Y | +212.9% | +3.8% | +209.2% | +162.2% |
| All | +1,142.0% | +143.7% | +998.4% | +450.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling