+209.8%
RSP vs BIDU
-50.6%
+260.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | -1.8% | -2.4% | +0.6% | -1.5% |
| 30D | -2.5% | -16.0% | +13.4% | -0.2% |
| 3M | +3.0% | -24.0% | +27.0% | +6.9% |
| 6M | +8.9% | -24.9% | +33.8% | +12.6% |
| YTD | +13.0% | -29.6% | +42.5% | +17.4% |
| 1Y | +16.2% | -15.2% | +31.4% | +16.4% |
| 3Y | +52.7% | -32.2% | +84.9% | +54.9% |
| 5Y | +50.5% | -43.8% | +94.2% | +50.2% |
| 10Y | +209.8% | -49.5% | +259.3% | +173.9% |
| All | +209.8% | -50.6% | +260.5% | +173.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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