+1,127.7%
RSP vs BA
+1,052.1%
+75.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.8% |
| 7D | -0.8% | +1.2% | -1.9% | -1.2% |
| 30D | -0.3% | -11.6% | +11.3% | +4.2% |
| 3M | +4.3% | -2.4% | +6.7% | +4.6% |
| 6M | +8.8% | -6.6% | +15.4% | +10.2% |
| YTD | +15.3% | -2.2% | +17.5% | +14.5% |
| 1Y | +18.3% | -8.0% | +26.3% | +19.4% |
| 3Y | +52.8% | -5.0% | +57.8% | +46.0% |
| 5Y | +51.7% | -2.7% | +54.4% | +37.0% |
| 10Y | +208.5% | +75.9% | +132.6% | +68.4% |
| All | +1,127.7% | +1,052.1% | +75.6% | +154.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling