+213.2%
RSP vs HDB
+61.4%
+151.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.2% |
| 7D | +0.7% | +12.7% | -12.0% | -2.8% |
| 30D | +3.7% | +16.6% | -12.9% | -1.1% |
| 3M | +0.7% | +10.8% | -10.1% | -2.7% |
| 6M | +9.0% | +3.8% | +5.2% | +7.0% |
| YTD | +16.7% | -28.9% | +45.6% | +27.9% |
| 1Y | +19.0% | -28.0% | +46.9% | +29.8% |
| 3Y | +64.7% | -7.2% | +71.9% | +62.3% |
| 5Y | +49.6% | -22.2% | +71.8% | +53.4% |
| 10Y | +213.2% | +63.6% | +149.6% | +153.5% |
| All | +213.2% | +61.4% | +151.8% | +153.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling