+737.9%
BE vs RSP
+147.3%
+590.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +0.8% | +12.2% | +11.5% |
| 7D | +4.5% | -0.3% | +4.8% | +6.4% |
| 30D | -20.1% | +4.4% | -24.6% | -25.5% |
| 3M | -0.8% | +1.3% | -2.1% | -2.1% |
| 6M | -26.2% | +10.0% | -36.2% | -37.0% |
| YTD | +141.1% | +17.6% | +123.5% | +84.3% |
| 1Y | +64.8% | +19.2% | +45.6% | +24.1% |
| 3Y | +1,887.4% | +66.0% | +1,821.3% | +773.5% |
| 5Y | +518.1% | +50.4% | +467.7% | +252.1% |
| All | +737.9% | +147.3% | +590.5% | +106.7% |
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