+1,058.2%
RSP vs HBM
+470.7%
+587.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -0.3% | -1.3% | +1.0% | -0.2% |
| 30D | +4.4% | -14.8% | +19.3% | +6.8% |
| 3M | +1.3% | -20.7% | +22.0% | +4.4% |
| 6M | +10.0% | -13.9% | +23.9% | +10.6% |
| YTD | +17.6% | +10.6% | +7.0% | +12.2% |
| 1Y | +19.2% | +32.4% | -13.1% | +10.3% |
| 3Y | +66.0% | +432.0% | -366.0% | +17.6% |
| 5Y | +50.4% | +205.5% | -155.0% | +11.8% |
| 10Y | +215.7% | +291.1% | -75.5% | +93.3% |
| All | +1,058.2% | +470.7% | +587.5% | +412.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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