+207.1%
RSP vs IBB
+129.6%
+77.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | 0.0% |
| 7D | -0.8% | +1.4% | -2.2% | -1.5% |
| 30D | -0.3% | +10.5% | -10.8% | -5.7% |
| 3M | +4.3% | +23.6% | -19.4% | -7.2% |
| 6M | +8.8% | +22.6% | -13.8% | -3.0% |
| YTD | +15.3% | +25.7% | -10.4% | +1.1% |
| 1Y | +18.3% | +51.4% | -33.1% | -6.4% |
| 3Y | +52.8% | +64.4% | -11.6% | +14.2% |
| 5Y | +51.7% | +22.1% | +29.6% | +30.9% |
| All | +207.1% | +129.6% | +77.5% | +89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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