+215.7%
RSP vs HDB
+64.3%
+151.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -0.3% | +6.9% | -7.3% | -2.3% |
| 30D | +4.4% | +15.2% | -10.8% | 0.0% |
| 3M | +1.3% | +11.7% | -10.5% | -2.3% |
| 6M | +10.0% | +7.5% | +2.5% | +6.8% |
| YTD | +17.6% | -28.8% | +46.4% | +28.9% |
| 1Y | +19.2% | -29.1% | +48.3% | +30.8% |
| 3Y | +66.0% | -7.0% | +73.1% | +63.5% |
| 5Y | +50.4% | -22.1% | +72.5% | +54.1% |
| 10Y | +215.7% | +64.9% | +150.8% | +155.3% |
| All | +215.7% | +64.3% | +151.3% | +155.3% |
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