+351.3%
DAL vs RSG
+1,092.3%
-741.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +2.6% |
| 7D | +0.1% | +0.3% | -0.1% | -0.1% |
| 30D | -13.9% | +7.6% | -21.5% | -18.4% |
| 3M | +1.1% | +7.4% | -6.4% | -4.9% |
| 6M | +26.2% | -3.3% | +29.5% | +26.9% |
| YTD | +16.4% | +6.0% | +10.4% | +8.9% |
| 1Y | +33.9% | -3.7% | +37.5% | +33.4% |
| 3Y | +93.4% | +59.1% | +34.3% | +28.1% |
| 5Y | +106.4% | +89.0% | +17.3% | +15.9% |
| 10Y | +143.0% | +412.5% | -269.5% | -37.5% |
| All | +351.3% | +1,092.3% | -741.1% | -41.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling