-45.7%
RDDT vs WELL
+37.3%
-83.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +2.8% | +3.1% | +6.4% |
| 7D | -24.4% | +9.2% | -33.5% | -23.1% |
| 30D | -32.3% | +10.6% | -42.9% | -30.8% |
| 3M | -36.3% | +7.5% | -43.8% | -35.2% |
| 6M | -39.7% | +15.0% | -54.8% | -37.4% |
| YTD | -55.7% | +35.0% | -90.7% | -55.6% |
| 1Y | -45.7% | +36.5% | -82.2% | -48.5% |
| All | -45.7% | +37.3% | -83.0% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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