+205.8%
RSP vs TRI
+196.2%
+9.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.3% |
| 7D | -1.9% | -7.9% | +6.0% | +0.6% |
| 30D | -2.8% | -4.5% | +1.7% | -1.8% |
| 3M | +2.8% | +22.1% | -19.3% | -5.6% |
| 6M | +10.2% | -2.8% | +13.0% | +8.6% |
| YTD | +13.1% | -23.4% | +36.5% | +22.0% |
| 1Y | +14.8% | -41.5% | +56.3% | +39.9% |
| 3Y | +52.6% | -19.2% | +71.8% | +52.8% |
| 5Y | +51.6% | -9.4% | +61.0% | +40.2% |
| All | +205.8% | +196.2% | +9.6% | +71.8% |
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