+211.0%
RSP vs IBB
+126.8%
+84.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | +2.4% | -0.5% | +2.9% | +2.6% |
| 30D | +4.3% | +4.6% | -0.3% | +1.7% |
| 3M | -0.3% | +6.8% | -7.2% | -4.3% |
| 6M | +9.8% | +23.1% | -13.3% | -2.7% |
| YTD | +16.8% | +26.0% | -9.2% | +1.7% |
| 1Y | +19.5% | +30.4% | -10.9% | +2.0% |
| 3Y | +65.1% | +85.4% | -20.3% | +14.3% |
| 5Y | +48.7% | +39.7% | +9.0% | +18.7% |
| All | +211.0% | +126.8% | +84.2% | +87.2% |
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