+212.8%
RDDT vs GEN
+45.6%
+167.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.1% |
| 7D | +2.1% | -1.3% | +3.4% | +2.8% |
| 30D | +2.8% | +6.1% | -3.3% | -0.3% |
| 3M | -8.9% | +27.0% | -35.9% | -18.8% |
| 6M | +15.1% | +43.9% | -28.8% | -4.7% |
| YTD | -31.4% | +13.0% | -44.3% | -35.8% |
| 1Y | -39.4% | +4.0% | -43.5% | -40.9% |
| All | +212.8% | +45.6% | +167.1% | +131.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling