+128.1%
DAL vs RRX
+238.3%
-110.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +6.9% | -1.7% | +1.6% |
| 7D | +10.0% | +12.3% | -2.3% | +2.5% |
| 30D | +12.0% | +9.5% | +2.5% | +5.5% |
| 3M | +0.8% | +1.8% | -1.0% | -1.6% |
| 6M | +26.2% | -15.3% | +41.5% | +32.3% |
| YTD | +33.7% | +29.6% | +4.1% | +6.0% |
| 1Y | +57.6% | +34.1% | +23.5% | +22.0% |
| 3Y | +183.5% | +74.0% | +109.4% | +75.0% |
| 5Y | +114.2% | +14.7% | +99.5% | +63.5% |
| 10Y | +128.1% | +229.4% | -101.3% | -11.9% |
| All | +128.1% | +238.3% | -110.2% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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