+209.8%
RSP vs TEAM
+481.6%
-271.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.1% |
| 7D | -1.8% | -4.7% | +2.9% | -1.3% |
| 30D | -2.5% | +17.0% | -19.6% | -4.5% |
| 3M | +3.0% | +85.9% | -82.9% | -5.7% |
| 6M | +8.9% | +116.7% | -107.8% | -3.6% |
| YTD | +13.0% | +9.6% | +3.3% | +9.2% |
| 1Y | +16.2% | -2.5% | +18.8% | +14.0% |
| 3Y | +52.7% | -14.0% | +66.7% | +47.9% |
| 5Y | +50.5% | -53.1% | +103.5% | +50.0% |
| 10Y | +209.8% | +502.9% | -293.1% | +109.6% |
| All | +209.8% | +481.6% | -271.8% | +109.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 10y: compounded portfolio wealth divided by compounded TEAM 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…
10y analysis · Full analysis span regression · 6 months rolling