+212.8%
RDDT vs WEC
+42.5%
+170.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +2.1% | -0.6% | +2.7% | +1.9% |
| 30D | +2.8% | -2.6% | +5.4% | +1.5% |
| 3M | -8.9% | -6.0% | -2.9% | -11.6% |
| 6M | +15.1% | -5.4% | +20.5% | +12.6% |
| YTD | -31.4% | +2.5% | -33.8% | -29.9% |
| 1Y | -39.4% | -0.7% | -38.7% | -38.8% |
| All | +212.8% | +42.5% | +170.3% | +363.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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