+53.0%
RSP vs BB
-30.6%
+83.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.8% | -5.6% | +4.9% | -0.1% |
| 30D | -0.3% | -11.8% | +11.5% | +1.1% |
| 3M | +4.3% | -25.5% | +29.8% | +7.1% |
| 6M | +8.8% | +121.3% | -112.4% | -4.8% |
| YTD | +15.3% | +103.2% | -87.9% | +2.0% |
| 1Y | +18.3% | +102.6% | -84.3% | +4.1% |
| 3Y | +52.8% | +37.5% | +15.3% | +37.5% |
| All | +53.0% | -30.6% | +83.6% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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