+19.5%
RSP vs TER
+41.9%
-22.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.4% | +5.6% | +0.5% |
| 7D | +2.4% | +14.4% | -12.0% | +1.5% |
| 30D | +4.3% | -30.6% | +34.8% | +5.9% |
| 3M | -0.3% | -39.2% | +38.9% | +1.8% |
| 6M | +9.8% | -31.3% | +41.1% | +10.1% |
| YTD | +16.8% | +29.1% | -12.2% | +7.6% |
| 1Y | +19.5% | +47.4% | -27.9% | +7.9% |
| All | +19.5% | +41.9% | -22.4% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 1y: compounded portfolio wealth divided by compounded TER 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…
1y analysis · Full analysis span regression · 6 months rolling