+210.3%
RSP vs UAL
+83.8%
+126.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.0% | +5.1% | +0.4% |
| 7D | +1.8% | +0.7% | +1.1% | +1.5% |
| 30D | +3.5% | +7.8% | -4.3% | +1.6% |
| 3M | +0.2% | -11.1% | +11.3% | +2.3% |
| 6M | +9.1% | +16.1% | -7.0% | +4.4% |
| YTD | +16.6% | -0.5% | +17.1% | +14.3% |
| 1Y | +17.9% | +11.3% | +6.6% | +12.6% |
| 3Y | +64.6% | +192.8% | -128.2% | +20.2% |
| 5Y | +48.4% | +123.3% | -74.9% | +10.9% |
| All | +210.3% | +83.8% | +126.6% | +126.8% |
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