+208.0%
RDDT vs GEN
+44.2%
+163.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.7% | +5.4% | +5.7% |
| 7D | -0.4% | -4.3% | +3.9% | +1.8% |
| 30D | -0.5% | +3.8% | -4.3% | -2.5% |
| 3M | -9.8% | +22.3% | -32.1% | -18.2% |
| 6M | +15.8% | +39.0% | -23.1% | -2.5% |
| YTD | -32.4% | +11.9% | -44.3% | -36.5% |
| 1Y | -40.0% | +4.5% | -44.5% | -41.6% |
| All | +208.0% | +44.2% | +163.7% | +128.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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