+360.5%
BE vs RSP
+18.9%
+341.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.5% | +7.8% | +8.5% |
| 7D | +20.0% | -0.8% | +20.7% | +22.1% |
| 30D | +7.9% | -0.3% | +8.2% | +8.6% |
| 3M | -13.2% | +4.3% | -17.5% | -22.4% |
| 6M | +53.5% | +8.8% | +44.6% | +23.0% |
| YTD | +191.0% | +15.3% | +175.8% | +101.1% |
| 1Y | +360.5% | +18.3% | +342.2% | +200.6% |
| All | +360.5% | +18.9% | +341.6% | +200.6% |
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