+55.3%
BE vs RSP
+21.9%
+33.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.9% | -8.2% | -10.5% |
| 7D | -12.1% | +2.7% | -14.8% | -17.8% |
| 30D | -30.1% | +5.8% | -35.9% | -39.0% |
| 3M | -12.1% | +1.8% | -13.9% | -16.0% |
| 6M | -30.6% | +11.6% | -42.2% | -48.3% |
| YTD | +130.6% | +18.0% | +112.7% | +41.0% |
| 1Y | +55.3% | +21.8% | +33.5% | -13.5% |
| All | +55.3% | +21.9% | +33.4% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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