+230.8%
RDW vs GEN
+60.3%
+170.6%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.9% |
| 7D | +0.9% | -1.3% | +2.1% | +1.5% |
| 30D | -21.3% | +6.1% | -27.4% | -24.5% |
| 3M | -37.9% | +27.0% | -64.8% | -47.4% |
| 6M | +12.3% | +43.9% | -31.6% | -14.9% |
| YTD | +39.7% | +13.0% | +26.8% | +23.7% |
| 1Y | +25.7% | +4.0% | +21.7% | +17.6% |
| 3Y | +230.8% | +66.2% | +164.7% | +186.2% |
| All | +230.8% | +60.3% | +170.6% | +186.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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