+145.3%
DAL vs RBA
+187.5%
-42.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.7% |
| 7D | +0.1% | -2.9% | +3.1% | +1.4% |
| 30D | -13.9% | -12.3% | -1.6% | -9.4% |
| 3M | +1.1% | -20.5% | +21.6% | +9.9% |
| 6M | +26.2% | -18.5% | +44.8% | +35.7% |
| YTD | +16.4% | -18.2% | +34.7% | +24.6% |
| 1Y | +33.9% | -27.5% | +61.4% | +50.1% |
| 3Y | +93.4% | +38.1% | +55.3% | +65.0% |
| 5Y | +106.4% | +44.8% | +61.6% | +66.8% |
| All | +145.3% | +187.5% | -42.3% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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