+212.8%
RDDT vs XHB
-8.4%
+221.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +0.8% |
| 7D | +2.1% | -4.6% | +6.8% | +4.5% |
| 30D | +2.8% | -9.1% | +11.9% | +7.6% |
| 3M | -8.9% | -8.6% | -0.4% | -5.5% |
| 6M | +15.1% | -4.0% | +19.1% | +16.1% |
| YTD | -31.4% | -3.9% | -27.4% | -31.6% |
| 1Y | -39.4% | -16.5% | -23.0% | -34.7% |
| All | +212.8% | -8.4% | +221.2% | +186.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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