+53.0%
RSP vs TEAM
-50.6%
+103.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | -0.2% |
| 7D | -0.8% | -0.4% | -0.3% | -0.7% |
| 30D | -0.3% | +67.3% | -67.6% | -6.5% |
| 3M | +4.3% | +86.8% | -82.5% | -3.8% |
| 6M | +8.8% | +146.8% | -138.0% | -4.3% |
| YTD | +15.3% | +16.9% | -1.7% | +11.8% |
| 1Y | +18.3% | +12.8% | +5.5% | +14.9% |
| 3Y | +52.8% | -7.3% | +60.1% | +48.2% |
| All | +53.0% | -50.6% | +103.5% | +52.1% |
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