+208.0%
RDDT vs WM
+4.8%
+203.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.8% | +5.8% |
| 7D | -0.4% | -3.1% | +2.7% | -1.6% |
| 30D | -0.5% | -5.3% | +4.8% | -2.5% |
| 3M | -9.8% | -4.2% | -5.6% | -10.9% |
| 6M | +15.8% | -8.1% | +23.9% | +13.3% |
| YTD | -32.4% | -1.4% | -31.0% | -32.2% |
| 1Y | -40.0% | +0.2% | -40.3% | -39.3% |
| All | +208.0% | +4.8% | +203.1% | +220.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 10y: compounded portfolio wealth divided by compounded WM 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…
10y analysis · Full analysis span regression · 6 months rolling