+205.8%
RSP vs BSX
+83.9%
+121.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -1.9% | -10.1% | +8.2% | +2.1% |
| 30D | -2.8% | -16.4% | +13.6% | +3.8% |
| 3M | +2.8% | -8.9% | +11.7% | +5.8% |
| 6M | +10.2% | -38.3% | +48.5% | +30.8% |
| YTD | +13.1% | -54.9% | +68.0% | +51.3% |
| 1Y | +14.8% | -58.8% | +73.6% | +59.6% |
| 3Y | +52.6% | -21.2% | +73.8% | +54.0% |
| 5Y | +51.6% | -3.3% | +55.0% | +36.3% |
| All | +205.8% | +83.9% | +121.9% | +119.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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