+35.8%
DIA vs RDDT
+230.5%
-194.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.1% | -6.7% | -0.9% |
| 7D | -3.0% | -0.4% | -2.6% | -3.0% |
| 30D | -3.0% | -0.5% | -2.5% | -3.1% |
| 3M | +4.5% | -9.8% | +14.3% | +4.5% |
| 6M | +9.8% | +15.8% | -6.0% | +8.0% |
| YTD | +9.3% | -32.4% | +41.7% | +10.3% |
| 1Y | +16.0% | -40.0% | +56.0% | +17.4% |
| All | +35.8% | +230.5% | -194.7% | +27.8% |
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