+50.5%
RSP vs BTDR
+24.7%
+25.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -0.9% |
| 7D | -1.8% | +14.8% | -16.6% | -2.3% |
| 30D | -2.5% | +41.8% | -44.3% | -3.8% |
| 3M | +3.0% | -29.2% | +32.2% | +3.7% |
| 6M | +8.9% | +66.2% | -57.3% | +6.0% |
| YTD | +13.0% | +10.0% | +3.0% | +11.2% |
| 1Y | +16.2% | -11.0% | +27.2% | +14.4% |
| 3Y | +52.7% | +6.9% | +45.8% | +44.0% |
| 5Y | +50.5% | +24.7% | +25.8% | +39.1% |
| All | +50.5% | +24.7% | +25.8% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 5y: compounded portfolio wealth divided by compounded BTDR 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…
5y analysis · Full analysis span regression · 6 months rolling