+215.7%
RSP vs BA
+28.0%
+187.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.6% |
| 7D | -0.3% | -1.4% | +1.1% | +0.1% |
| 30D | +4.4% | -7.9% | +12.3% | +6.6% |
| 3M | +1.3% | -25.2% | +26.4% | +9.3% |
| 6M | +10.0% | -26.7% | +36.7% | +18.7% |
| YTD | +17.6% | -19.6% | +37.2% | +23.1% |
| 1Y | +19.2% | -10.6% | +29.8% | +20.8% |
| 3Y | +66.0% | -11.2% | +77.3% | +63.0% |
| 5Y | +50.4% | -20.4% | +70.9% | +47.6% |
| 10Y | +215.7% | +26.8% | +188.9% | +166.2% |
| All | +215.7% | +28.0% | +187.7% | +166.2% |
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