+104.3%
DAL vs RRX
+200.5%
-96.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +1.9% | +0.9% |
| 7D | -1.1% | +4.3% | -5.4% | -3.3% |
| 30D | +12.8% | +12.3% | +0.5% | +4.8% |
| 3M | -5.3% | +3.7% | -8.9% | -8.4% |
| 6M | +22.4% | -13.9% | +36.3% | +26.9% |
| YTD | +25.6% | +26.5% | -0.8% | +0.9% |
| 1Y | +45.5% | +29.3% | +16.2% | +14.9% |
| 3Y | +161.0% | +65.6% | +95.4% | +65.8% |
| 5Y | +112.2% | +10.6% | +101.6% | +65.4% |
| All | +104.3% | +200.5% | -96.1% | -22.0% |
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