+19.5%
RSP vs BBWI
+0.1%
+19.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | +0.1% |
| 7D | +2.4% | +0.1% | +2.2% | +2.4% |
| 30D | +4.3% | +12.9% | -8.6% | +3.4% |
| 3M | -0.3% | +16.0% | -16.3% | -1.6% |
| 6M | +9.8% | +16.6% | -6.8% | +8.1% |
| YTD | +16.8% | +9.7% | +7.1% | +15.7% |
| 1Y | +19.5% | +1.5% | +18.0% | +18.4% |
| All | +19.5% | +0.1% | +19.4% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling