+212.8%
RDDT vs WU
-37.0%
+249.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.4% |
| 7D | +2.1% | -3.5% | +5.6% | +3.2% |
| 30D | +2.8% | -2.9% | +5.8% | +3.9% |
| 3M | -8.9% | -2.3% | -6.7% | -7.1% |
| 6M | +15.1% | -25.4% | +40.4% | +21.0% |
| YTD | -31.4% | -21.2% | -10.2% | -28.2% |
| 1Y | -39.4% | -8.9% | -30.6% | -38.1% |
| All | +212.8% | -37.0% | +249.8% | +210.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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