+15.8%
RDDT vs XLI
+0.5%
+15.4%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.5% |
| 7D | -0.4% | -2.3% | +1.9% | +1.0% |
| 30D | -0.5% | -8.2% | +7.6% | +4.7% |
| 3M | -9.8% | +0.8% | -10.6% | -11.0% |
| 6M | +15.8% | +0.8% | +15.0% | +13.5% |
| All | +15.8% | +0.5% | +15.4% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 6mo: compounded portfolio wealth divided by compounded XLI 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…
6mo analysis · Full analysis span regression · 6 months rolling