+208.0%
RDDT vs TER
+241.4%
-33.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.5% | +9.6% | +6.8% |
| 7D | -0.4% | +9.4% | -9.8% | -2.5% |
| 30D | -0.5% | -2.4% | +1.9% | -0.4% |
| 3M | -9.8% | +6.5% | -16.3% | -14.2% |
| 6M | +15.8% | +23.2% | -7.4% | +2.7% |
| YTD | -32.4% | +91.5% | -123.9% | -49.2% |
| 1Y | -40.0% | +214.8% | -254.8% | -63.2% |
| All | +208.0% | +241.4% | -33.4% | +76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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