+1,127.7%
RSP vs TGT
+747.6%
+380.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.7% | -0.6% |
| 7D | -0.8% | +0.8% | -1.5% | -1.1% |
| 30D | -0.3% | +12.2% | -12.5% | -4.5% |
| 3M | +4.3% | +33.8% | -29.5% | -6.6% |
| 6M | +8.8% | +39.3% | -30.5% | -4.3% |
| YTD | +15.3% | +72.9% | -57.6% | -6.7% |
| 1Y | +18.3% | +84.6% | -66.3% | -6.8% |
| 3Y | +52.8% | +46.2% | +6.6% | +23.8% |
| 5Y | +51.7% | -21.3% | +73.1% | +50.1% |
| 10Y | +208.5% | +213.5% | -5.1% | +59.4% |
| All | +1,127.7% | +747.6% | +380.1% | +279.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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