+50.5%
RSP vs TNA
-22.1%
+72.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.2% | -0.1% |
| 7D | -1.8% | -3.6% | +1.8% | -1.0% |
| 30D | -2.5% | -10.1% | +7.5% | -0.4% |
| 3M | +3.0% | +2.7% | +0.3% | +1.9% |
| 6M | +8.9% | +38.4% | -29.5% | -0.1% |
| YTD | +13.0% | +45.4% | -32.5% | +1.9% |
| 1Y | +16.2% | +55.9% | -39.7% | +2.2% |
| 3Y | +52.7% | +109.8% | -57.1% | +14.7% |
| 5Y | +50.5% | -22.5% | +73.0% | +27.4% |
| All | +50.5% | -22.1% | +72.6% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 5y: compounded portfolio wealth divided by compounded TNA 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…
5y analysis · Full analysis span regression · 6 months rolling