+911.5%
BE vs RSP
+142.4%
+769.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.5% | +7.8% | +8.2% |
| 7D | +20.0% | -0.8% | +20.7% | +21.6% |
| 30D | +7.9% | -0.3% | +8.2% | +8.5% |
| 3M | -13.2% | +4.3% | -17.5% | -19.4% |
| 6M | +53.5% | +8.8% | +44.6% | +33.6% |
| YTD | +191.0% | +15.3% | +175.8% | +128.6% |
| 1Y | +360.5% | +18.3% | +342.2% | +249.0% |
| 3Y | +1,568.0% | +52.8% | +1,515.2% | +747.2% |
| 5Y | +1,055.2% | +51.7% | +1,003.5% | +548.9% |
| All | +911.5% | +142.4% | +769.1% | +156.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling