+1,127.7%
RSP vs BB
+196.0%
+931.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.8% | -5.6% | +4.9% | 0.0% |
| 30D | -0.3% | -11.8% | +11.5% | +1.1% |
| 3M | +4.3% | -25.5% | +29.8% | +7.2% |
| 6M | +8.8% | +121.3% | -112.4% | -4.1% |
| YTD | +15.3% | +103.2% | -87.9% | +2.6% |
| 1Y | +18.3% | +102.6% | -84.3% | +4.8% |
| 3Y | +52.8% | +37.5% | +15.3% | +36.6% |
| 5Y | +51.7% | -30.4% | +82.2% | +44.1% |
| 10Y | +208.5% | 0.0% | +208.5% | +138.7% |
| All | +1,127.7% | +196.0% | +931.8% | +770.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling