+38.9%
RDI vs SPY
+11.9%
+27.0%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.3% |
| 7D | +11.0% | -0.6% | +11.6% | +11.2% |
| 30D | -3.7% | -3.7% | 0.0% | -2.1% |
| 3M | +17.4% | -2.7% | +20.2% | +18.7% |
| 6M | +71.7% | +2.2% | +69.5% | +70.2% |
| YTD | +73.3% | +10.8% | +62.5% | +65.6% |
| 1Y | +38.9% | +11.2% | +27.7% | +33.4% |
| All | +38.9% | +11.9% | +27.0% | +33.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling