+1,127.7%
RSP vs BSX
+120.3%
+1,007.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -1.1% |
| 7D | -0.8% | +2.0% | -2.8% | -1.5% |
| 30D | -0.3% | +0.1% | -0.5% | -0.6% |
| 3M | +4.3% | -2.1% | +6.4% | +4.5% |
| 6M | +8.8% | -33.8% | +42.6% | +23.0% |
| YTD | +15.3% | -49.9% | +65.1% | +41.7% |
| 1Y | +18.3% | -55.4% | +73.7% | +51.2% |
| 3Y | +52.8% | -10.9% | +63.7% | +51.7% |
| 5Y | +51.7% | +6.4% | +45.3% | +40.3% |
| 10Y | +208.5% | +97.0% | +111.4% | +128.0% |
| All | +1,127.7% | +120.3% | +1,007.5% | +518.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling