+241.4%
RSP vs TEAM
+802.8%
-561.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.8% |
| 3M | +4.3% | +86.8% | -82.5% | -4.3% |
| 6M | +8.8% | +146.8% | -138.0% | -4.8% |
| YTD | +15.3% | +16.9% | -1.7% | +10.6% |
| 1Y | +18.3% | +12.8% | +5.5% | +13.8% |
| 3Y | +52.8% | -7.3% | +60.1% | +46.8% |
| 5Y | +51.7% | -50.7% | +102.4% | +49.9% |
| 10Y | +208.5% | +529.8% | -321.4% | +121.6% |
| All | +241.4% | +802.8% | -561.4% | +139.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling