+212.8%
RDDT vs TER
+250.2%
-37.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | +1.0% |
| 7D | +2.1% | +6.4% | -4.2% | +0.7% |
| 30D | +2.8% | -5.7% | +8.5% | +3.8% |
| 3M | -8.9% | -0.4% | -8.5% | -11.6% |
| 6M | +15.1% | +25.8% | -10.8% | +1.6% |
| YTD | -31.4% | +96.4% | -127.8% | -48.7% |
| 1Y | -39.4% | +229.2% | -268.7% | -63.4% |
| All | +212.8% | +250.2% | -37.4% | +78.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling