+126.4%
DAL vs RSG
+415.1%
-288.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.2% |
| 7D | +3.4% | -0.7% | +4.1% | +3.8% |
| 30D | -13.6% | +3.3% | -16.8% | -15.3% |
| 3M | +1.2% | +8.5% | -7.3% | -4.5% |
| 6M | +34.5% | -3.5% | +38.0% | +35.7% |
| YTD | +14.7% | +5.5% | +9.2% | +8.6% |
| 1Y | +29.2% | -1.7% | +31.0% | +27.7% |
| 3Y | +100.0% | +56.9% | +43.1% | +36.4% |
| 5Y | +106.3% | +89.4% | +16.9% | +16.9% |
| 10Y | +126.4% | +412.5% | -286.1% | -38.8% |
| All | +126.4% | +415.1% | -288.7% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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