+61.0%
RSP vs TER
+150.3%
-89.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -0.6% |
| 7D | -1.0% | -20.5% | +19.4% | +1.1% |
| 30D | +2.6% | -47.0% | +49.6% | +9.0% |
| 3M | -0.8% | -43.3% | +42.5% | +4.2% |
| 6M | +6.3% | -42.9% | +49.2% | +9.9% |
| YTD | +14.1% | +12.9% | +1.3% | +5.3% |
| 1Y | +18.0% | +18.2% | -0.2% | +7.9% |
| 3Y | +61.0% | +151.8% | -90.8% | +16.3% |
| All | +61.0% | +150.3% | -89.3% | +16.3% |
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