+210.3%
RSP vs BN
+297.2%
-86.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.4% |
| 7D | +1.8% | -0.3% | +2.1% | +1.9% |
| 30D | +3.5% | +13.6% | -10.1% | -2.7% |
| 3M | +0.2% | -6.7% | +6.9% | +3.2% |
| 6M | +9.1% | -9.0% | +18.1% | +13.2% |
| YTD | +16.6% | -8.8% | +25.4% | +19.8% |
| 1Y | +17.9% | -10.6% | +28.5% | +22.1% |
| 3Y | +64.6% | +98.8% | -34.2% | +10.5% |
| 5Y | +48.4% | +33.6% | +14.8% | +18.9% |
| All | +210.3% | +297.2% | -86.9% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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