+487.0%
RSP vs BIL
+30.8%
+456.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.9% |
| 7D | -0.3% | +0.1% | -0.4% | +0.1% |
| 30D | +4.4% | 0.0% | +4.4% | +4.5% |
| 3M | +1.3% | +0.6% | +0.7% | +4.2% |
| 6M | +10.0% | +1.5% | +8.5% | +18.0% |
| YTD | +17.6% | +2.8% | +14.8% | +33.8% |
| 1Y | +19.2% | +3.3% | +15.9% | +39.1% |
| 3Y | +66.0% | +13.4% | +52.6% | +201.3% |
| 5Y | +50.4% | +19.8% | +30.6% | +258.3% |
| 10Y | +215.7% | +25.7% | +189.9% | +863.7% |
| All | +487.0% | +30.8% | +456.2% | +1,640.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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