+480.1%
RSP vs DAL
+359.0%
+121.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.3% | +1.5% | -1.9% |
| 7D | -1.4% | +4.6% | -6.0% | -2.5% |
| 30D | +2.1% | +2.3% | -0.2% | +1.5% |
| 3M | -0.9% | -8.1% | +7.2% | +0.8% |
| 6M | +7.5% | +21.4% | -13.9% | +2.1% |
| YTD | +14.6% | +24.3% | -9.7% | +7.5% |
| 1Y | +17.6% | +47.4% | -29.7% | +5.9% |
| 3Y | +60.8% | +164.6% | -103.8% | +22.1% |
| 5Y | +46.1% | +100.2% | -54.1% | +15.7% |
| 10Y | +221.4% | +124.9% | +96.5% | +132.0% |
| All | +480.1% | +359.0% | +121.1% | +175.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling