+54.2%
RSP vs BIDU
-32.1%
+86.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.0% | +5.9% | -0.4% |
| 7D | -0.4% | -2.4% | +2.0% | -0.2% |
| 30D | -1.5% | -15.6% | +14.1% | 0.0% |
| 3M | +4.8% | -22.3% | +27.1% | +7.1% |
| 6M | +10.3% | -22.3% | +32.5% | +12.2% |
| YTD | +14.1% | -29.2% | +43.2% | +16.9% |
| 1Y | +17.0% | -14.8% | +31.8% | +16.7% |
| 3Y | +54.2% | -31.8% | +86.0% | +55.1% |
| All | +54.2% | -32.1% | +86.2% | +55.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling