-39.4%
RDDT vs SCHW
+17.7%
-57.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.6% | +1.6% |
| 7D | +2.1% | -1.9% | +4.0% | +3.0% |
| 30D | +2.8% | -1.6% | +4.4% | +3.6% |
| 3M | -8.9% | +21.3% | -30.2% | -16.2% |
| 6M | +15.1% | +16.5% | -1.4% | +6.5% |
| YTD | -31.4% | +8.4% | -39.8% | -37.6% |
| 1Y | -39.4% | +15.6% | -55.1% | -48.8% |
| All | -39.4% | +17.7% | -57.2% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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