+209.8%
RSP vs BHP
+503.2%
-293.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.1% |
| 7D | -1.8% | +0.9% | -2.7% | -2.1% |
| 30D | -2.5% | +4.0% | -6.6% | -4.0% |
| 3M | +3.0% | +11.3% | -8.2% | -1.5% |
| 6M | +8.9% | +29.3% | -20.4% | -2.1% |
| YTD | +13.0% | +59.2% | -46.3% | -6.6% |
| 1Y | +16.2% | +80.8% | -64.6% | -8.7% |
| 3Y | +52.7% | +88.0% | -35.3% | +15.5% |
| 5Y | +50.5% | +126.6% | -76.2% | +1.1% |
| 10Y | +209.8% | +515.7% | -305.9% | +39.4% |
| All | +209.8% | +503.2% | -293.3% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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