+532.2%
BE vs RSP
+48.2%
+483.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -5.4% |
| 7D | +10.8% | +2.4% | +8.5% | +6.0% |
| 30D | -19.8% | +4.3% | -24.1% | -26.0% |
| 3M | -18.7% | -0.3% | -18.4% | -17.3% |
| 6M | -33.7% | +9.8% | -43.6% | -45.1% |
| YTD | +121.0% | +16.8% | +104.1% | +61.9% |
| 1Y | +85.4% | +19.5% | +65.9% | +30.2% |
| 3Y | +1,709.5% | +65.1% | +1,644.4% | +554.1% |
| All | +532.2% | +48.2% | +483.9% | +204.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling