+99.8%
RDDT vs USB
+56.5%
+43.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +2.5% | +3.5% | +4.3% |
| 7D | +10.8% | +0.8% | +10.0% | +10.4% |
| 30D | -37.0% | +6.8% | -43.8% | -39.2% |
| 3M | -37.7% | -3.8% | -33.9% | -35.7% |
| 6M | -35.3% | +11.7% | -47.0% | -39.7% |
| YTD | -56.2% | +17.5% | -73.6% | -60.9% |
| 1Y | -48.2% | +33.8% | -82.0% | -58.0% |
| All | +99.8% | +56.5% | +43.3% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling