+101.5%
DAL vs RSG
+59.4%
+42.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +1.8% |
| 7D | +0.1% | +0.3% | -0.1% | +0.1% |
| 30D | -13.9% | +7.6% | -21.5% | -14.2% |
| 3M | +1.1% | +7.4% | -6.4% | +0.5% |
| 6M | +26.2% | -3.3% | +29.5% | +27.6% |
| YTD | +16.4% | +6.0% | +10.4% | +15.3% |
| 1Y | +33.9% | -3.7% | +37.5% | +36.3% |
| All | +101.5% | +59.4% | +42.2% | +94.7% |
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