+50.4%
RSP vs IBB
+43.4%
+7.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | -0.3% | -1.4% | +1.0% | +0.3% |
| 30D | +4.4% | +6.8% | -2.4% | +0.9% |
| 3M | +1.3% | +9.2% | -8.0% | -3.6% |
| 6M | +10.0% | +28.3% | -18.4% | -4.2% |
| YTD | +17.6% | +29.4% | -11.8% | +1.6% |
| 1Y | +19.2% | +33.2% | -13.9% | +1.3% |
| 3Y | +66.0% | +90.2% | -24.1% | +13.4% |
| 5Y | +50.4% | +44.0% | +6.4% | +10.6% |
| All | +50.4% | +43.4% | +7.1% | +10.6% |
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