-45.7%
RDDT vs XBI
+47.5%
-93.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +2.7% | +3.3% | +4.4% |
| 7D | -24.4% | +1.0% | -25.4% | -24.6% |
| 30D | -32.3% | +1.9% | -34.1% | -32.8% |
| 3M | -36.3% | +4.8% | -41.1% | -38.4% |
| 6M | -39.7% | +19.3% | -59.0% | -45.5% |
| YTD | -55.7% | +30.6% | -86.3% | -61.6% |
| 1Y | -45.7% | +47.9% | -93.6% | -57.4% |
| All | -45.7% | +47.5% | -93.2% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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