+54.2%
RSP vs TRI
-17.7%
+71.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.5% | +5.5% | -0.3% |
| 7D | -0.4% | -7.1% | +6.7% | +0.4% |
| 30D | -1.5% | -2.3% | +0.8% | -1.4% |
| 3M | +4.8% | +19.6% | -14.8% | +2.2% |
| 6M | +10.3% | -8.7% | +19.0% | +11.5% |
| YTD | +14.1% | -22.3% | +36.3% | +20.1% |
| 1Y | +17.0% | -40.7% | +57.7% | +31.8% |
| 3Y | +54.2% | -17.8% | +71.9% | +52.7% |
| All | +54.2% | -17.7% | +71.9% | +52.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling