+1,127.7%
RSP vs BHP
+2,451.0%
-1,323.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.4% |
| 7D | -0.8% | -2.9% | +2.1% | +0.3% |
| 30D | -0.3% | +3.4% | -3.7% | -1.7% |
| 3M | +4.3% | +4.1% | +0.2% | +2.0% |
| 6M | +8.8% | +20.6% | -11.8% | +0.1% |
| YTD | +15.3% | +56.1% | -40.8% | -4.2% |
| 1Y | +18.3% | +69.6% | -51.3% | -5.1% |
| 3Y | +52.8% | +78.8% | -26.0% | +17.7% |
| 5Y | +51.7% | +113.1% | -61.3% | +5.3% |
| 10Y | +208.5% | +505.9% | -297.4% | +36.3% |
| All | +1,127.7% | +2,451.0% | -1,323.2% | +219.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling