+213.2%
RSP vs UAL
+99.5%
+113.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.2% | -0.1% |
| 7D | +0.7% | +12.5% | -11.7% | -1.8% |
| 30D | +3.7% | +12.2% | -8.5% | +0.9% |
| 3M | +0.7% | -2.6% | +3.3% | +0.8% |
| 6M | +9.0% | +21.1% | -12.0% | +3.5% |
| YTD | +16.7% | +7.8% | +8.9% | +12.4% |
| 1Y | +19.0% | +25.4% | -6.4% | +10.7% |
| 3Y | +64.7% | +217.3% | -152.6% | +18.3% |
| 5Y | +49.6% | +132.9% | -83.3% | +10.9% |
| 10Y | +213.2% | +101.1% | +112.0% | +123.4% |
| All | +213.2% | +99.5% | +113.7% | +123.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 10y: compounded portfolio wealth divided by compounded UAL 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…
10y analysis · Full analysis span regression · 6 months rolling