+208.0%
RDDT vs MSFU
-10.6%
+218.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +5.9% |
| 7D | -0.4% | -6.9% | +6.5% | +2.7% |
| 30D | -0.5% | -5.1% | +4.6% | +1.4% |
| 3M | -9.8% | +44.6% | -54.4% | -26.3% |
| 6M | +15.8% | +32.8% | -17.0% | -2.7% |
| YTD | -32.4% | -10.1% | -22.4% | -32.5% |
| 1Y | -40.0% | -19.4% | -20.7% | -36.8% |
| All | +208.0% | -10.6% | +218.5% | +147.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling