+45.5%
DAL vs RSG
+24.9%
+20.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -1.1% | +2.5% | -3.6% | -0.3% |
| 30D | +12.8% | +12.7% | +0.1% | +17.2% |
| 3M | -5.3% | +17.9% | -23.2% | +0.2% |
| 6M | +22.4% | +25.0% | -2.6% | +31.9% |
| YTD | +25.6% | +20.8% | +4.8% | +33.0% |
| 1Y | +45.5% | +24.3% | +21.2% | +55.2% |
| All | +45.5% | +24.9% | +20.6% | +55.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling