+230.8%
RDW vs BIL
+14.1%
+216.7%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -1.7% |
| 7D | +0.9% | +0.1% | +0.8% | +1.9% |
| 30D | -21.3% | +0.3% | -21.6% | -16.5% |
| 3M | -37.9% | +0.9% | -38.8% | -24.5% |
| 6M | +12.3% | +1.8% | +10.4% | +59.4% |
| YTD | +39.7% | +2.5% | +37.2% | +117.4% |
| 1Y | +25.7% | +3.7% | +22.0% | +150.8% |
| 3Y | +230.8% | +14.1% | +216.7% | +2,861.6% |
| All | +230.8% | +14.1% | +216.7% | +2,861.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 3y: compounded portfolio wealth divided by compounded BIL 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…
3y analysis · Full analysis span regression · 6 months rolling