+211.0%
RSP vs BDX
+95.1%
+115.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.2% |
| 7D | +2.4% | +2.9% | -0.5% | +1.3% |
| 30D | +4.3% | +15.4% | -11.2% | -1.0% |
| 3M | -0.3% | +20.5% | -20.9% | -6.9% |
| 6M | +9.8% | +53.2% | -43.4% | -6.3% |
| YTD | +16.8% | +45.7% | -28.9% | +1.0% |
| 1Y | +19.5% | +47.3% | -27.8% | +2.8% |
| 3Y | +65.1% | +25.1% | +40.1% | +48.2% |
| 5Y | +48.7% | +27.4% | +21.3% | +30.7% |
| All | +211.0% | +95.1% | +115.9% | +142.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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