-86.8%
RDI vs SPY
+304.1%
-390.9%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.4% |
| 7D | +11.0% | -0.6% | +11.6% | +11.4% |
| 30D | -3.7% | -3.7% | 0.0% | -1.0% |
| 3M | +17.4% | -2.7% | +20.2% | +19.9% |
| 6M | +71.7% | +2.2% | +69.5% | +68.7% |
| YTD | +73.3% | +10.8% | +62.5% | +60.3% |
| 1Y | +38.9% | +11.2% | +27.7% | +28.1% |
| 3Y | +4.0% | +76.5% | -72.5% | -33.4% |
| 5Y | -63.6% | +72.9% | -136.5% | -76.6% |
| 10Y | -86.8% | +304.8% | -391.6% | -95.0% |
| All | -86.8% | +304.1% | -390.9% | -95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 10y: compounded portfolio wealth divided by compounded SPY 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…
10y analysis · Full analysis span regression · 6 months rolling