+213.4%
RSP vs BA
+33.2%
+180.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | -1.0% | +1.1% | -2.1% | -1.3% |
| 30D | +2.6% | -7.9% | +10.5% | +4.7% |
| 3M | -0.8% | -25.3% | +24.5% | +7.1% |
| 6M | +6.3% | -24.6% | +30.9% | +13.8% |
| YTD | +14.1% | -20.1% | +34.3% | +19.7% |
| 1Y | +18.0% | -11.8% | +29.8% | +20.0% |
| 3Y | +61.0% | -10.1% | +71.2% | +57.4% |
| 5Y | +45.6% | -22.7% | +68.3% | +44.1% |
| All | +213.4% | +33.2% | +180.2% | +159.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 10y: compounded portfolio wealth divided by compounded BA 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…
10y analysis · Full analysis span regression · 6 months rolling