-38.4%
RDDT vs XBI
+68.3%
-106.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +2.4% |
| 7D | +5.1% | -3.8% | +8.9% | +7.6% |
| 30D | -8.8% | +0.1% | -8.9% | -9.3% |
| 3M | +0.2% | +17.9% | -17.7% | -9.8% |
| 6M | +22.7% | +29.5% | -6.8% | +4.7% |
| YTD | -29.4% | +29.4% | -58.7% | -40.3% |
| All | -38.4% | +68.3% | -106.7% | -61.8% |
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