+211.0%
RSP vs TRI
+225.2%
-14.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +2.4% | -2.9% | +5.3% | +3.2% |
| 30D | +4.3% | +3.7% | +0.6% | +2.5% |
| 3M | -0.3% | +3.7% | -4.1% | -2.6% |
| 6M | +9.8% | +35.1% | -25.3% | -4.0% |
| YTD | +16.8% | -14.0% | +30.8% | +20.5% |
| 1Y | +19.5% | -19.0% | +38.5% | +26.7% |
| 3Y | +65.1% | -12.0% | +77.1% | +60.8% |
| 5Y | +48.7% | +0.6% | +48.1% | +32.3% |
| All | +211.0% | +225.2% | -14.3% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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