+61.0%
RSP vs TE
-36.2%
+97.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.5% | -3.9% | -0.5% |
| 7D | -1.0% | -12.6% | +11.6% | -0.6% |
| 30D | +2.6% | -36.7% | +39.3% | +4.0% |
| 3M | -0.8% | -57.5% | +56.7% | +1.7% |
| 6M | +6.3% | -55.2% | +61.5% | +7.7% |
| YTD | +14.1% | -64.7% | +78.8% | +15.7% |
| 1Y | +18.0% | -35.9% | +53.9% | +16.1% |
| 3Y | +61.0% | -31.8% | +92.8% | +47.0% |
| All | +61.0% | -36.2% | +97.2% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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