+208.0%
RDDT vs WELL
+164.1%
+43.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | -0.4% | -2.2% | +1.8% | -0.2% |
| 30D | -0.5% | +4.7% | -5.2% | -1.0% |
| 3M | -9.8% | +11.9% | -21.7% | -11.0% |
| 6M | +15.8% | +14.3% | +1.5% | +13.3% |
| YTD | -32.4% | +28.4% | -60.8% | -36.5% |
| 1Y | -40.0% | +42.3% | -82.3% | -45.8% |
| All | +208.0% | +164.1% | +43.9% | +195.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling