+48.4%
RSP vs TEAM
-66.4%
+114.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.4% |
| 7D | +2.4% | -2.4% | +4.8% | +2.6% |
| 30D | +4.3% | -26.7% | +31.0% | +7.5% |
| 3M | -0.3% | -9.6% | +9.3% | +0.2% |
| 6M | +9.8% | +86.0% | -76.2% | +0.1% |
| YTD | +16.8% | -7.5% | +24.3% | +15.7% |
| 1Y | +19.5% | -1.4% | +20.9% | +17.2% |
| 3Y | +65.1% | -14.3% | +79.5% | +60.0% |
| All | +48.4% | -66.4% | +114.8% | +57.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling