+215.6%
RSP vs UAL
+106.7%
+108.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.8% | -4.5% | +0.8% |
| 7D | +0.4% | +10.2% | -9.8% | -1.7% |
| 30D | +3.7% | +12.0% | -8.3% | +1.0% |
| 3M | +0.8% | -7.1% | +7.9% | +1.9% |
| 6M | +9.1% | +20.9% | -11.8% | +3.5% |
| YTD | +16.7% | +7.7% | +9.1% | +12.5% |
| 1Y | +19.7% | +23.6% | -3.9% | +11.7% |
| 3Y | +66.7% | +222.6% | -155.9% | +19.3% |
| 5Y | +48.7% | +127.9% | -79.3% | +10.7% |
| 10Y | +215.6% | +100.2% | +115.4% | +125.4% |
| All | +215.6% | +106.7% | +108.9% | +125.4% |
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