+81.8%
ASML vs RDDT
+217.8%
-136.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.3% | +6.2% | +3.3% |
| 7D | +6.0% | +3.3% | +2.7% | +5.5% |
| 30D | +1.4% | -7.6% | +9.0% | +2.0% |
| 3M | +1.0% | -12.7% | +13.7% | +1.5% |
| 6M | +37.0% | +7.2% | +29.8% | +32.9% |
| YTD | +65.8% | -35.0% | +100.8% | +70.7% |
| 1Y | +123.1% | -35.0% | +158.2% | +127.6% |
| All | +81.8% | +217.8% | -136.0% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RDDT.
Daily Out/Under-Performance
Portfolio return minus RDDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDDT 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 RDDT 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