+1,709.5%
BE vs RSP
+65.5%
+1,644.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -5.3% |
| 7D | +10.8% | +2.4% | +8.5% | +6.1% |
| 30D | -19.8% | +4.3% | -24.1% | -25.7% |
| 3M | -18.7% | -0.3% | -18.4% | -17.3% |
| 6M | -33.7% | +9.8% | -43.6% | -44.7% |
| YTD | +121.0% | +16.8% | +104.1% | +63.9% |
| 1Y | +85.4% | +19.5% | +65.9% | +32.3% |
| 3Y | +1,709.5% | +65.1% | +1,644.4% | +337.0% |
| All | +1,709.5% | +65.5% | +1,644.1% | +337.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling