+212.8%
RDDT vs EXE
+17.9%
+194.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.1% |
| 7D | +2.1% | -3.1% | +5.3% | +3.0% |
| 30D | +2.8% | -0.9% | +3.7% | +2.9% |
| 3M | -8.9% | +9.6% | -18.5% | -12.5% |
| 6M | +15.1% | -11.6% | +26.7% | +19.9% |
| YTD | -31.4% | -12.6% | -18.8% | -28.6% |
| 1Y | -39.4% | +1.2% | -40.6% | -42.8% |
| All | +212.8% | +17.9% | +194.9% | +191.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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