+174.5%
AVGO vs RDDT
+235.7%
-61.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.2% | 0.0% |
| 7D | +1.1% | +2.1% | -1.0% | +0.7% |
| 30D | -13.0% | +2.8% | -15.8% | -14.0% |
| 3M | -6.0% | -8.9% | +3.0% | -6.2% |
| 6M | +6.4% | +15.1% | -8.7% | 0.0% |
| YTD | +5.0% | -31.4% | +36.3% | +8.9% |
| 1Y | +1.4% | -39.4% | +40.8% | +6.9% |
| All | +174.5% | +235.7% | -61.2% | +112.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling