+418.8%
BE vs RSP
+16.9%
+401.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.0% | +10.7% | +12.0% |
| 7D | +29.8% | -0.4% | +30.2% | +30.6% |
| 30D | +26.4% | -1.5% | +27.9% | +30.5% |
| 3M | +9.3% | +4.8% | +4.5% | -4.4% |
| 6M | +105.1% | +10.3% | +94.8% | +58.5% |
| YTD | +219.0% | +14.1% | +205.0% | +125.8% |
| 1Y | +418.8% | +17.0% | +401.7% | +248.1% |
| All | +418.8% | +16.9% | +401.9% | +248.1% |
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