+212.8%
RDDT vs PSX
+77.2%
+135.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | +2.1% | +1.7% | +0.4% | +2.0% |
| 30D | +2.8% | +15.6% | -12.8% | +1.2% |
| 3M | -8.9% | +46.5% | -55.4% | -13.5% |
| 6M | +15.1% | +55.0% | -39.9% | +7.5% |
| YTD | -31.4% | +105.3% | -136.7% | -40.5% |
| 1Y | -39.4% | +101.6% | -141.0% | -47.4% |
| All | +212.8% | +77.2% | +135.5% | +111.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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