+209.8%
RSP vs TRGP
+827.0%
-617.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.8% |
| 7D | -1.8% | -0.7% | -1.1% | -1.7% |
| 30D | -2.5% | +9.5% | -12.0% | -4.5% |
| 3M | +3.0% | +10.8% | -7.8% | +0.4% |
| 6M | +8.9% | +25.3% | -16.4% | +3.1% |
| YTD | +13.0% | +60.3% | -47.3% | +1.3% |
| 1Y | +16.2% | +84.6% | -68.3% | +0.9% |
| 3Y | +52.7% | +264.4% | -211.7% | +13.3% |
| 5Y | +50.5% | +636.6% | -586.1% | -4.3% |
| 10Y | +209.8% | +848.9% | -639.1% | +68.4% |
| All | +209.8% | +827.0% | -617.2% | +68.4% |
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