+387.2%
BE vs RSP
+45.0%
+342.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +4.2% |
| 7D | -14.7% | -1.0% | -13.7% | -12.5% |
| 30D | -40.5% | +2.6% | -43.1% | -43.5% |
| 3M | -24.3% | -0.8% | -23.6% | -22.7% |
| 6M | -39.3% | +6.3% | -45.6% | -46.3% |
| YTD | +99.4% | +14.1% | +85.2% | +52.8% |
| 1Y | +26.6% | +18.0% | +8.6% | -8.8% |
| 3Y | +1,616.9% | +61.0% | +1,555.9% | +549.8% |
| All | +387.2% | +45.0% | +342.2% | +143.7% |
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