+59.4%
BE vs RSP
+18.1%
+41.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -1.3% |
| 7D | +20.5% | +1.8% | +18.8% | +16.0% |
| 30D | -23.4% | +3.5% | -26.8% | -28.4% |
| 3M | -14.9% | +0.2% | -15.1% | -14.2% |
| 6M | -28.1% | +9.1% | -37.2% | -42.7% |
| YTD | +132.4% | +16.6% | +115.8% | +46.8% |
| 1Y | +59.4% | +17.9% | +41.4% | -1.3% |
| All | +59.4% | +18.1% | +41.3% | -1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling