+1,115.0%
RSP vs BNY
+898.2%
+216.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.5% |
| 7D | -0.4% | +1.5% | -1.9% | -1.0% |
| 30D | -1.5% | +3.3% | -4.9% | -3.0% |
| 3M | +4.8% | +15.3% | -10.5% | -1.7% |
| 6M | +10.3% | +42.5% | -32.2% | -5.6% |
| YTD | +14.1% | +42.0% | -28.0% | -2.5% |
| 1Y | +17.0% | +59.3% | -42.3% | -4.9% |
| 3Y | +54.2% | +291.2% | -237.0% | -15.2% |
| 5Y | +51.5% | +252.1% | -200.6% | -14.3% |
| 10Y | +204.4% | +407.1% | -202.7% | +42.1% |
| All | +1,115.0% | +898.2% | +216.8% | +241.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling