+208.0%
RDDT vs PSX
+76.6%
+131.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +6.9% | +6.2% |
| 7D | -0.4% | +1.5% | -1.9% | -0.6% |
| 30D | -0.5% | +15.8% | -16.4% | -2.2% |
| 3M | -9.8% | +43.0% | -52.8% | -14.0% |
| 6M | +15.8% | +61.1% | -45.3% | +7.3% |
| YTD | -32.4% | +104.5% | -136.9% | -41.4% |
| 1Y | -40.0% | +102.5% | -142.6% | -48.0% |
| All | +208.0% | +76.6% | +131.4% | +108.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling