+19.5%
RSP vs BHP
+46.1%
-26.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.4% |
| 7D | +2.4% | -0.5% | +2.9% | +2.4% |
| 30D | +4.3% | -4.5% | +8.8% | +5.0% |
| 3M | -0.3% | -6.9% | +6.6% | +0.6% |
| 6M | +9.8% | -10.6% | +20.4% | +11.4% |
| YTD | +16.8% | +37.2% | -20.4% | +7.6% |
| 1Y | +19.5% | +48.0% | -28.5% | +7.0% |
| All | +19.5% | +46.1% | -26.6% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling