-88.6%
RDI vs SPY
+2,954.7%
-3,043.3%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +4.1% |
| 7D | +5.5% | -2.7% | +8.2% | +6.8% |
| 30D | -5.5% | -5.4% | -0.1% | -3.1% |
| 3M | +11.0% | -4.1% | +15.1% | +13.1% |
| 6M | +52.2% | +0.7% | +51.5% | +51.6% |
| YTD | +63.8% | +8.7% | +55.1% | +57.6% |
| 1Y | +28.4% | +10.9% | +17.5% | +22.3% |
| 3Y | -9.0% | +75.0% | -84.0% | -29.8% |
| 5Y | -64.2% | +67.8% | -132.0% | -72.0% |
| 10Y | -86.3% | +312.9% | -399.2% | -92.4% |
| All | -88.6% | +2,954.7% | -3,043.3% | -96.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling