-33.5%
RDDT vs BEN
+42.6%
-76.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.5% | -4.5% | -2.9% |
| 7D | +1.0% | +0.2% | +0.7% | +0.8% |
| 30D | -0.5% | -0.5% | 0.0% | -0.2% |
| 3M | -16.0% | +9.7% | -25.7% | -19.8% |
| 6M | +4.9% | +33.9% | -29.0% | -12.0% |
| YTD | -32.8% | +49.0% | -81.8% | -46.3% |
| 1Y | -33.5% | +42.1% | -75.6% | -47.5% |
| All | -33.5% | +42.6% | -76.0% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling