+4.4%
RDW vs GEN
+62.2%
-57.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.3% |
| 7D | +4.8% | -4.4% | +9.2% | +6.9% |
| 30D | -19.5% | +3.7% | -23.3% | -21.3% |
| 3M | -26.9% | +22.2% | -49.1% | -34.5% |
| 6M | +17.8% | +38.9% | -21.2% | -2.0% |
| YTD | +43.0% | +11.9% | +31.1% | +31.3% |
| 1Y | +32.1% | +4.5% | +27.6% | +25.2% |
| 3Y | +250.6% | +59.0% | +191.7% | +191.1% |
| 5Y | -6.6% | +22.0% | -28.6% | -22.0% |
| All | +4.4% | +62.2% | -57.8% | -11.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling