+215.6%
RSP vs HDB
+61.5%
+154.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.7% | -0.4% | +1.5% |
| 7D | +0.4% | +13.7% | -13.3% | -3.4% |
| 30D | +3.7% | +15.8% | -12.1% | -0.8% |
| 3M | +0.8% | +9.2% | -8.5% | -2.2% |
| 6M | +9.1% | +3.2% | +5.9% | +7.2% |
| YTD | +16.7% | -29.4% | +46.1% | +28.2% |
| 1Y | +19.7% | -27.9% | +47.6% | +30.6% |
| 3Y | +66.7% | -5.9% | +72.6% | +63.4% |
| 5Y | +48.7% | -23.5% | +72.2% | +53.3% |
| 10Y | +215.6% | +61.3% | +154.2% | +156.4% |
| All | +215.6% | +61.5% | +154.0% | +156.4% |
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