+2.0%
RDW vs BEN
+65.1%
-63.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +0.9% | -3.1% | +4.0% | +3.4% |
| 30D | -21.3% | +0.2% | -21.5% | -21.4% |
| 3M | -37.9% | +6.8% | -44.7% | -41.3% |
| 6M | +12.3% | +38.1% | -25.8% | -11.9% |
| YTD | +39.7% | +44.3% | -4.6% | +5.8% |
| 1Y | +25.7% | +42.6% | -16.9% | -4.5% |
| 3Y | +230.8% | +52.3% | +178.5% | +136.4% |
| 5Y | -8.8% | +37.6% | -46.4% | -32.0% |
| All | +2.0% | +65.1% | -63.1% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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