-39.0%
RDDT vs QLD
+40.7%
-79.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.6% |
| 7D | -7.4% | +1.9% | -9.3% | -8.5% |
| 30D | -7.7% | -1.8% | -5.9% | -6.7% |
| 3M | -17.8% | -0.1% | -17.7% | -18.5% |
| 6M | +5.5% | +32.6% | -27.1% | -19.2% |
| YTD | -36.3% | +27.9% | -64.2% | -49.9% |
| 1Y | -39.0% | +40.3% | -79.3% | -51.4% |
| All | -39.0% | +40.7% | -79.7% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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