+213.4%
RSP vs UAL
+94.5%
+118.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -0.8% |
| 7D | -1.0% | +8.2% | -9.2% | -2.8% |
| 30D | +2.6% | +2.3% | +0.3% | +1.9% |
| 3M | -0.8% | -12.7% | +11.9% | +1.7% |
| 6M | +6.3% | +12.7% | -6.4% | +2.4% |
| YTD | +14.1% | +0.8% | +13.3% | +11.6% |
| 1Y | +18.0% | +17.8% | +0.2% | +11.3% |
| 3Y | +61.0% | +206.7% | -145.7% | +16.4% |
| 5Y | +45.6% | +113.9% | -68.3% | +9.9% |
| All | +213.4% | +94.5% | +118.9% | +126.6% |
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