+128.1%
DAL vs RSG
+458.9%
-330.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | 0.0% | +5.3% | +5.3% |
| 7D | +10.0% | +0.3% | +9.7% | +9.8% |
| 30D | +12.0% | +13.8% | -1.8% | +3.6% |
| 3M | +0.8% | +15.4% | -14.6% | -7.8% |
| 6M | +26.2% | +24.1% | +2.0% | +9.2% |
| YTD | +33.7% | +17.8% | +15.8% | +18.3% |
| 1Y | +57.6% | +21.5% | +36.1% | +36.2% |
| 3Y | +183.5% | +63.3% | +120.2% | +91.0% |
| 5Y | +114.2% | +97.3% | +16.9% | +21.3% |
| 10Y | +128.1% | +448.1% | -320.0% | -39.8% |
| All | +128.1% | +458.9% | -330.8% | -39.8% |
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