+98.1%
DAL vs RDW
+249.5%
-151.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.8% |
| 7D | -0.6% | +4.8% | -5.5% | -1.3% |
| 30D | -13.5% | -19.5% | +6.1% | -11.2% |
| 3M | +2.6% | -26.9% | +29.5% | +5.3% |
| 6M | +32.7% | +17.8% | +14.9% | +24.0% |
| YTD | +13.6% | +43.0% | -29.4% | +0.5% |
| 1Y | +28.8% | +32.1% | -3.2% | +13.0% |
| All | +98.1% | +249.5% | -151.5% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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