+14.8%
RSP vs TDG
-11.6%
+26.3%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.6% |
| 7D | -1.9% | -1.9% | 0.0% | -1.6% |
| 30D | -2.8% | -7.7% | +4.9% | -1.4% |
| 3M | +2.8% | -9.3% | +12.2% | +4.5% |
| 6M | +10.2% | -9.4% | +19.6% | +11.3% |
| YTD | +13.1% | -14.3% | +27.3% | +14.5% |
| 1Y | +14.8% | -11.8% | +26.6% | +15.4% |
| All | +14.8% | -11.6% | +26.3% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 1y: compounded portfolio wealth divided by compounded TDG 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…
1y analysis · Full analysis span regression · 6 months rolling