+831.2%
RSP vs BUD
+201.1%
+630.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | -0.8% | +0.3% | -1.0% | -0.9% |
| 30D | -0.3% | -5.7% | +5.3% | +1.9% |
| 3M | +4.3% | +3.1% | +1.2% | +2.7% |
| 6M | +8.8% | +7.9% | +0.9% | +4.9% |
| YTD | +15.3% | +27.3% | -12.1% | +3.8% |
| 1Y | +18.3% | +37.8% | -19.5% | +2.9% |
| 3Y | +52.8% | +49.8% | +3.0% | +25.6% |
| 5Y | +51.7% | +43.8% | +7.9% | +24.2% |
| 10Y | +208.5% | -22.6% | +231.1% | +205.4% |
| All | +831.2% | +201.1% | +630.1% | +358.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling