+1,124.8%
RSP vs TNA
+1,004.3%
+120.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.7% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | -0.3% | -4.9% | +4.6% | +0.8% |
| 3M | +4.3% | +0.4% | +3.9% | +3.4% |
| 6M | +8.8% | +32.5% | -23.7% | -0.7% |
| YTD | +15.3% | +53.7% | -38.5% | +0.5% |
| 1Y | +18.3% | +65.1% | -46.8% | 0.0% |
| 3Y | +52.8% | +98.4% | -45.6% | +11.4% |
| 5Y | +51.7% | -22.5% | +74.2% | +27.7% |
| 10Y | +208.5% | +82.5% | +125.9% | +56.6% |
| All | +1,124.8% | +1,004.3% | +120.4% | +121.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling