+54.7%
RSP vs TER
+234.6%
-179.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.5% | -6.0% | -1.1% |
| 7D | -0.8% | +0.6% | -1.4% | -0.9% |
| 30D | -0.3% | -8.3% | +7.9% | +0.4% |
| 3M | +4.3% | -12.2% | +16.5% | +4.4% |
| 6M | +8.8% | +17.1% | -8.2% | +3.3% |
| YTD | +15.3% | +84.7% | -69.4% | +1.6% |
| 1Y | +18.3% | +199.9% | -181.6% | -4.7% |
| All | +54.7% | +234.6% | -179.9% | +10.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling