+1,127.7%
RSP vs WY
+174.1%
+953.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.9% |
| 7D | -0.8% | -1.7% | +1.0% | 0.0% |
| 30D | -0.3% | -10.1% | +9.8% | +4.6% |
| 3M | +4.3% | -5.1% | +9.4% | +6.2% |
| 6M | +8.8% | -4.8% | +13.6% | +10.3% |
| YTD | +15.3% | -0.2% | +15.5% | +13.8% |
| 1Y | +18.3% | -6.6% | +24.9% | +20.0% |
| 3Y | +52.8% | -22.7% | +75.5% | +66.1% |
| 5Y | +51.7% | -22.2% | +73.9% | +61.8% |
| 10Y | +208.5% | +7.3% | +201.2% | +155.8% |
| All | +1,127.7% | +174.1% | +953.6% | +417.9% |
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