+1,142.9%
RSP vs BHP
+2,188.6%
-1,045.7%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.7% |
| 7D | +0.7% | +3.8% | -3.1% | -0.7% |
| 30D | +3.7% | -6.5% | +10.2% | +6.1% |
| 3M | +0.7% | -8.5% | +9.2% | +3.5% |
| 6M | +9.0% | -2.2% | +11.2% | +8.5% |
| YTD | +16.7% | +40.0% | -23.3% | +0.5% |
| 1Y | +19.0% | +51.3% | -32.3% | -0.5% |
| 3Y | +64.7% | +56.5% | +8.2% | +33.1% |
| 5Y | +49.6% | +130.2% | -80.6% | +0.5% |
| 10Y | +213.2% | +336.5% | -123.3% | +56.4% |
| All | +1,142.9% | +2,188.6% | -1,045.7% | +235.4% |
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