+212.8%
RDDT vs BEN
+39.8%
+173.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +2.1% | -3.1% | +5.3% | +3.8% |
| 30D | +2.8% | +0.2% | +2.6% | +2.6% |
| 3M | -8.9% | +6.8% | -15.8% | -12.0% |
| 6M | +15.1% | +38.1% | -23.0% | -2.9% |
| YTD | -31.4% | +44.3% | -75.7% | -43.6% |
| 1Y | -39.4% | +42.6% | -82.0% | -50.0% |
| All | +212.8% | +39.8% | +173.0% | +108.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling