+215.7%
RSP vs TRGP
+826.3%
-610.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | 0.0% |
| 7D | -0.3% | +2.4% | -2.7% | -0.8% |
| 30D | +4.4% | +0.8% | +3.6% | +4.0% |
| 3M | +1.3% | +10.4% | -9.1% | -1.2% |
| 6M | +10.0% | +16.3% | -6.3% | +5.7% |
| YTD | +17.6% | +61.1% | -43.5% | +5.1% |
| 1Y | +19.2% | +71.6% | -52.4% | +5.0% |
| 3Y | +66.0% | +267.5% | -201.4% | +22.7% |
| 5Y | +50.4% | +488.1% | -437.7% | -0.3% |
| 10Y | +215.7% | +803.8% | -588.1% | +73.8% |
| All | +215.7% | +826.3% | -610.6% | +73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling