+604.9%
RSP vs UAL
+239.3%
+365.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.6% | +1.7% | -2.1% |
| 7D | -1.4% | +5.0% | -6.5% | -2.3% |
| 30D | +2.1% | -1.2% | +3.4% | +2.2% |
| 3M | -0.9% | -16.8% | +15.8% | +1.9% |
| 6M | +7.5% | +18.0% | -10.4% | +3.7% |
| YTD | +14.6% | -1.2% | +15.8% | +13.1% |
| 1Y | +17.6% | +14.3% | +3.3% | +13.1% |
| 3Y | +60.8% | +194.6% | -133.8% | +27.4% |
| 5Y | +46.1% | +109.6% | -63.5% | +19.4% |
| 10Y | +221.4% | +93.1% | +128.3% | +144.3% |
| All | +604.9% | +239.3% | +365.6% | +274.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling