+205.8%
RSP vs BNY
+416.3%
-210.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -1.9% | -1.3% | -0.6% | -1.2% |
| 30D | -2.8% | -0.2% | -2.6% | -2.8% |
| 3M | +2.8% | +14.9% | -12.1% | -4.4% |
| 6M | +10.2% | +40.0% | -29.8% | -7.2% |
| YTD | +13.1% | +42.0% | -28.9% | -5.8% |
| 1Y | +14.8% | +56.9% | -42.1% | -9.2% |
| 3Y | +52.6% | +289.9% | -237.3% | -24.5% |
| 5Y | +51.6% | +259.2% | -207.6% | -23.9% |
| All | +205.8% | +416.3% | -210.5% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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