+1,120.4%
RSP vs IBB
+1,054.6%
+65.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.0% | +2.1% | 0.0% |
| 7D | -1.4% | -3.6% | +2.2% | +0.6% |
| 30D | +2.1% | +3.4% | -1.3% | 0.0% |
| 3M | -0.9% | +9.5% | -10.4% | -6.6% |
| 6M | +7.5% | +23.3% | -15.8% | -5.7% |
| YTD | +14.6% | +24.5% | -10.0% | -0.5% |
| 1Y | +17.6% | +32.9% | -15.3% | -1.8% |
| 3Y | +60.8% | +76.6% | -15.8% | +12.3% |
| 5Y | +46.1% | +35.5% | +10.6% | +17.4% |
| 10Y | +221.4% | +156.7% | +64.6% | +68.6% |
| All | +1,120.4% | +1,054.6% | +65.8% | +109.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling