+65.1%
RSP vs XBI
+128.3%
-63.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | +2.4% | -1.1% | +3.5% | +2.7% |
| 30D | +4.3% | +2.6% | +1.7% | +3.4% |
| 3M | -0.3% | -4.0% | +3.7% | +0.5% |
| 6M | +9.8% | +10.9% | -1.1% | +5.3% |
| YTD | +16.8% | +23.6% | -6.8% | +7.6% |
| 1Y | +19.5% | +35.1% | -15.6% | +6.6% |
| 3Y | +65.1% | +125.2% | -60.0% | +20.3% |
| All | +65.1% | +128.3% | -63.2% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 3y: compounded portfolio wealth divided by compounded XBI 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…
3y analysis · Full analysis span regression · 6 months rolling