+977.1%
BE vs RSP
+137.5%
+839.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -1.1% |
| 7D | +23.9% | -1.8% | +25.7% | +27.9% |
| 30D | +27.8% | -2.5% | +30.4% | +33.7% |
| 3M | +3.7% | +3.0% | +0.7% | -2.0% |
| 6M | +78.0% | +8.9% | +69.1% | +53.9% |
| YTD | +209.9% | +13.0% | +196.9% | +152.0% |
| 1Y | +389.6% | +16.2% | +373.4% | +282.3% |
| 3Y | +1,730.6% | +52.7% | +1,677.9% | +831.0% |
| 5Y | +1,227.8% | +50.5% | +1,177.3% | +657.8% |
| All | +977.1% | +137.5% | +839.6% | +182.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling