+18.2%
MA vs RDDT
+235.7%
-217.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.6% |
| 7D | -1.7% | +2.1% | -3.9% | -1.8% |
| 30D | +1.7% | +2.8% | -1.1% | +1.5% |
| 3M | +17.2% | -8.9% | +26.1% | +17.2% |
| 6M | +13.3% | +15.1% | -1.7% | +11.8% |
| YTD | +0.2% | -31.4% | +31.6% | +0.8% |
| 1Y | -2.7% | -39.4% | +36.7% | -1.8% |
| All | +18.2% | +235.7% | -217.5% | +12.2% |
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