+675.5%
BE vs RSP
+145.4%
+530.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.3% | +9.6% | +7.8% |
| 7D | -1.2% | +0.4% | -1.6% | -1.3% |
| 30D | -30.9% | +3.7% | -34.6% | -34.8% |
| 3M | -11.6% | +0.8% | -12.4% | -12.1% |
| 6M | -25.7% | +9.1% | -34.8% | -35.8% |
| YTD | +123.1% | +16.7% | +106.4% | +72.7% |
| 1Y | +43.4% | +19.7% | +23.7% | +7.0% |
| 3Y | +1,683.6% | +66.7% | +1,616.9% | +677.0% |
| 5Y | +465.4% | +48.7% | +416.7% | +228.3% |
| All | +675.5% | +145.4% | +530.1% | +93.7% |
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