+641.7%
BE vs RSP
+145.4%
+496.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.3% | -4.3% |
| 7D | -13.4% | +0.7% | -14.1% | -13.9% |
| 30D | -33.9% | +3.7% | -37.6% | -37.6% |
| 3M | -12.0% | +0.7% | -12.6% | -12.3% |
| 6M | -29.0% | +9.0% | -38.0% | -38.5% |
| YTD | +113.4% | +16.7% | +96.7% | +65.3% |
| 1Y | +33.2% | +19.0% | +14.2% | +0.5% |
| 3Y | +1,659.2% | +64.7% | +1,594.5% | +683.3% |
| 5Y | +461.4% | +49.6% | +411.8% | +222.8% |
| All | +641.7% | +145.4% | +496.3% | +85.3% |
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