+53.0%
RSP vs IBB
+22.5%
+30.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -5.5% |
| 3M | +4.3% | +23.6% | -19.4% | -6.9% |
| 6M | +8.8% | +22.6% | -13.8% | -2.7% |
| YTD | +15.3% | +25.7% | -10.4% | +1.5% |
| 1Y | +18.3% | +51.4% | -33.1% | -6.1% |
| 3Y | +52.8% | +64.4% | -11.6% | +14.2% |
| All | +53.0% | +22.5% | +30.5% | +19.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling