+168.1%
DAL vs RBA
+44.2%
+123.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.0% | -4.2% |
| 7D | +4.6% | +7.3% | -2.8% | +1.8% |
| 30D | +2.3% | +16.9% | -14.6% | -3.7% |
| 3M | -8.1% | -0.5% | -7.6% | -8.2% |
| 6M | +21.4% | -10.4% | +31.8% | +25.3% |
| YTD | +24.3% | -7.2% | +31.5% | +26.1% |
| 1Y | +47.4% | -2.2% | +49.6% | +46.3% |
| All | +168.1% | +44.2% | +123.9% | +147.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling