+483.6%
RSP vs DAL
+329.9%
+153.7%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.9% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | -0.3% | -13.9% | +13.6% | +3.1% |
| 3M | +4.3% | +1.1% | +3.2% | +3.7% |
| 6M | +8.8% | +26.2% | -17.4% | +2.3% |
| YTD | +15.3% | +16.4% | -1.2% | +10.0% |
| 1Y | +18.3% | +33.9% | -15.6% | +8.8% |
| 3Y | +52.8% | +93.4% | -40.6% | +24.9% |
| 5Y | +51.7% | +106.4% | -54.6% | +19.2% |
| 10Y | +208.5% | +143.0% | +65.5% | +119.8% |
| All | +483.6% | +329.9% | +153.7% | +182.2% |
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 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