-35.0%
RDDT vs USB
+33.0%
-68.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -2.5% |
| 7D | +3.3% | +2.1% | +1.2% | +2.2% |
| 30D | -7.6% | -2.3% | -5.4% | -6.4% |
| 3M | -12.7% | +13.9% | -26.6% | -18.4% |
| 6M | +7.2% | +21.6% | -14.4% | -5.9% |
| YTD | -35.0% | +19.3% | -54.3% | -43.3% |
| 1Y | -35.0% | +33.6% | -68.6% | -50.1% |
| All | -35.0% | +33.0% | -68.1% | -50.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling