+212.8%
RDDT vs IBN
+15.3%
+197.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +0.7% |
| 7D | +2.1% | -3.0% | +5.1% | +3.5% |
| 30D | +2.8% | -1.5% | +4.3% | +3.7% |
| 3M | -8.9% | +7.9% | -16.9% | -11.1% |
| 6M | +15.1% | +8.6% | +6.4% | +11.8% |
| YTD | -31.4% | -0.6% | -30.8% | -31.6% |
| 1Y | -39.4% | -7.3% | -32.1% | -38.6% |
| All | +212.8% | +15.3% | +197.5% | +205.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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