+209.8%
RSP vs XYZ
+580.4%
-370.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.8% |
| 7D | -1.8% | -3.7% | +1.9% | -1.2% |
| 30D | -2.5% | +0.5% | -3.1% | -2.7% |
| 3M | +3.0% | +16.3% | -13.3% | -0.1% |
| 6M | +8.9% | +21.1% | -12.2% | +4.5% |
| YTD | +13.0% | +22.0% | -9.0% | +7.5% |
| 1Y | +16.2% | +5.2% | +11.1% | +13.2% |
| 3Y | +52.7% | +49.6% | +3.1% | +33.2% |
| 5Y | +50.5% | -68.4% | +118.9% | +62.0% |
| 10Y | +209.8% | +604.5% | -394.7% | +91.7% |
| All | +209.8% | +580.4% | -370.5% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 10y: compounded portfolio wealth divided by compounded XYZ 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…
10y analysis · Full analysis span regression · 6 months rolling