+609.2%
RSP vs XBI
+950.0%
-340.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.3% |
| 7D | -0.8% | +0.9% | -1.6% | -1.1% |
| 30D | -0.3% | +7.1% | -7.4% | -3.4% |
| 3M | +4.3% | +22.9% | -18.6% | -5.0% |
| 6M | +8.8% | +29.7% | -20.9% | -3.6% |
| YTD | +15.3% | +34.5% | -19.2% | +0.2% |
| 1Y | +18.3% | +76.1% | -57.8% | -8.7% |
| 3Y | +52.8% | +103.2% | -50.4% | +8.0% |
| 5Y | +51.7% | +22.8% | +28.9% | +28.1% |
| 10Y | +208.5% | +176.3% | +32.2% | +61.2% |
| All | +609.2% | +950.0% | -340.8% | +19.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling