-33.5%
RDDT vs MSFU
-18.4%
-15.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.2% | +3.2% | +0.2% |
| 7D | +1.0% | -5.7% | +6.6% | +2.6% |
| 30D | -0.5% | +4.2% | -4.7% | -2.0% |
| 3M | -16.0% | +27.9% | -43.9% | -23.0% |
| 6M | +4.9% | +37.1% | -32.3% | -8.3% |
| YTD | -32.8% | -7.4% | -25.4% | -37.5% |
| 1Y | -33.5% | -19.6% | -13.9% | -34.2% |
| All | -33.5% | -18.4% | -15.0% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling