+1,127.7%
RSP vs IBB
+1,065.1%
+62.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | 0.0% |
| 7D | -0.8% | +1.4% | -2.2% | -1.6% |
| 30D | -0.3% | +10.5% | -10.8% | -6.1% |
| 3M | +4.3% | +23.6% | -19.4% | -8.2% |
| 6M | +8.8% | +22.6% | -13.8% | -4.1% |
| YTD | +15.3% | +25.7% | -10.4% | -0.1% |
| 1Y | +18.3% | +51.4% | -33.1% | -8.2% |
| 3Y | +52.8% | +64.4% | -11.6% | +11.6% |
| 5Y | +51.7% | +22.1% | +29.6% | +29.7% |
| 10Y | +208.5% | +132.5% | +76.0% | +71.9% |
| All | +1,127.7% | +1,065.1% | +62.6% | +110.8% |
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