+48.4%
RSP vs BUD
+50.1%
-1.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +1.8% | -1.6% | +3.4% | +2.2% |
| 30D | +3.5% | +6.7% | -3.2% | +1.4% |
| 3M | +0.2% | +5.9% | -5.7% | -1.7% |
| 6M | +9.1% | +5.1% | +4.1% | +7.0% |
| YTD | +16.6% | +32.9% | -16.3% | +5.6% |
| 1Y | +17.9% | +31.8% | -13.9% | +7.0% |
| 3Y | +64.6% | +47.4% | +17.2% | +40.9% |
| 5Y | +48.4% | +50.8% | -2.4% | +20.7% |
| All | +48.4% | +50.1% | -1.7% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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