+173.8%
DAL vs RSG
+66.7%
+107.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.2% | +2.2% |
| 7D | +8.8% | +1.2% | +7.6% | +8.8% |
| 30D | +5.4% | +14.2% | -8.8% | +5.0% |
| 3M | -4.9% | +18.2% | -23.1% | -5.4% |
| 6M | +19.8% | +24.4% | -4.5% | +18.2% |
| YTD | +27.0% | +17.9% | +9.1% | +25.5% |
| 1Y | +52.5% | +22.3% | +30.1% | +49.0% |
| 3Y | +173.8% | +65.1% | +108.7% | +169.7% |
| All | +173.8% | +66.7% | +107.2% | +169.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling