-48.1%
RDDT vs USHY
+1.7%
-49.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.7% | +5.3% | +2.3% |
| 7D | -24.4% | -0.2% | -24.2% | -23.1% |
| 30D | -32.3% | +0.7% | -32.9% | -34.0% |
| 3M | -36.3% | -2.2% | -34.1% | -27.6% |
| 6M | -39.7% | -0.9% | -38.9% | -36.0% |
| YTD | -55.7% | +0.2% | -55.8% | -55.9% |
| All | -48.1% | +1.7% | -49.8% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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