+707.7%
BE vs RSP
+145.2%
+562.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -2.0% |
| 7D | +20.5% | +1.8% | +18.8% | +17.3% |
| 30D | -23.4% | +3.5% | -26.8% | -27.3% |
| 3M | -14.9% | +0.2% | -15.1% | -14.3% |
| 6M | -28.1% | +9.1% | -37.2% | -37.7% |
| YTD | +132.4% | +16.6% | +115.8% | +80.6% |
| 1Y | +59.4% | +17.9% | +41.4% | +22.5% |
| 3Y | +1,815.8% | +64.6% | +1,751.2% | +755.8% |
| 5Y | +491.3% | +48.4% | +442.9% | +245.0% |
| All | +707.7% | +145.2% | +562.5% | +102.5% |
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