+519.9%
RSP vs BR
+1,481.8%
-961.9%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | 0.0% |
| 7D | +2.4% | +1.1% | +1.3% | +1.8% |
| 30D | +4.3% | +14.4% | -10.1% | -2.5% |
| 3M | -0.3% | +12.4% | -12.8% | -6.3% |
| 6M | +9.8% | +35.4% | -25.6% | -6.7% |
| YTD | +16.8% | -12.2% | +29.0% | +21.8% |
| 1Y | +19.5% | -12.7% | +32.2% | +24.9% |
| 3Y | +65.1% | +14.3% | +50.9% | +48.2% |
| 5Y | +48.7% | +19.3% | +29.4% | +28.2% |
| 10Y | +213.6% | +278.1% | -64.6% | +43.7% |
| All | +519.9% | +1,481.8% | -961.9% | +24.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling