+210.3%
RSP vs BR
+275.8%
-65.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.5% |
| 7D | +1.8% | -1.3% | +3.0% | +2.4% |
| 30D | +3.5% | +13.7% | -10.2% | -2.5% |
| 3M | +0.2% | +13.8% | -13.6% | -6.0% |
| 6M | +9.1% | +29.7% | -20.6% | -4.5% |
| YTD | +16.6% | -12.6% | +29.2% | +22.6% |
| 1Y | +17.9% | -12.4% | +30.3% | +23.8% |
| 3Y | +64.6% | +14.1% | +50.5% | +48.3% |
| 5Y | +48.4% | +18.7% | +29.7% | +28.3% |
| All | +210.3% | +275.8% | -65.4% | +63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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