+212.8%
RDDT vs XBI
+62.9%
+149.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.8% |
| 7D | +2.1% | -4.6% | +6.8% | +5.6% |
| 30D | +2.8% | -2.0% | +4.8% | +3.7% |
| 3M | -8.9% | +17.8% | -26.7% | -19.7% |
| 6M | +15.1% | +23.7% | -8.7% | -2.2% |
| YTD | -31.4% | +28.2% | -59.6% | -43.8% |
| 1Y | -39.4% | +64.0% | -103.4% | -59.6% |
| All | +212.8% | +62.9% | +149.9% | +75.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling