+61.0%
RSP vs DAL
+168.1%
-107.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.5% | -0.8% |
| 7D | -1.0% | +8.8% | -9.8% | -2.9% |
| 30D | +2.6% | +5.4% | -2.8% | +1.3% |
| 3M | -0.8% | -4.9% | +4.1% | +0.1% |
| 6M | +6.3% | +19.8% | -13.6% | +1.6% |
| YTD | +14.1% | +27.0% | -12.9% | +7.0% |
| 1Y | +18.0% | +52.5% | -34.4% | +6.0% |
| 3Y | +61.0% | +173.8% | -112.8% | +15.2% |
| All | +61.0% | +168.1% | -107.0% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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