+212.8%
RDDT vs WELL
+164.0%
+48.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +2.1% | -0.2% | +2.4% | +2.2% |
| 30D | +2.8% | +2.3% | +0.5% | +2.6% |
| 3M | -8.9% | +12.3% | -21.2% | -10.2% |
| 6M | +15.1% | +15.6% | -0.5% | +12.2% |
| YTD | -31.4% | +28.3% | -59.7% | -35.5% |
| 1Y | -39.4% | +41.9% | -81.4% | -45.2% |
| All | +212.8% | +164.0% | +48.8% | +199.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling