+213.4%
RSP vs IBB
+156.3%
+57.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -1.3% |
| 7D | -1.0% | -1.8% | +0.8% | -0.1% |
| 30D | +2.6% | +5.1% | -2.5% | -0.2% |
| 3M | -0.8% | +10.7% | -11.5% | -6.5% |
| 6M | +6.3% | +22.9% | -16.6% | -5.6% |
| YTD | +14.1% | +26.7% | -12.6% | -0.7% |
| 1Y | +18.0% | +35.1% | -17.1% | -1.0% |
| 3Y | +61.0% | +80.2% | -19.2% | +13.8% |
| 5Y | +45.6% | +37.8% | +7.7% | +17.4% |
| All | +213.4% | +156.3% | +57.1% | +88.0% |
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