+2.0%
RDW vs NDAQ
+106.5%
-104.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.9% |
| 7D | +0.9% | -5.6% | +6.4% | +5.1% |
| 30D | -21.3% | -4.4% | -16.9% | -18.9% |
| 3M | -37.9% | +5.9% | -43.7% | -42.8% |
| 6M | +12.3% | +7.7% | +4.5% | +1.2% |
| YTD | +39.7% | -5.2% | +44.9% | +40.3% |
| 1Y | +25.7% | -3.4% | +29.0% | +23.4% |
| 3Y | +230.8% | +85.6% | +145.2% | +97.7% |
| 5Y | -8.8% | +49.5% | -58.3% | -41.7% |
| All | +2.0% | +106.5% | -104.5% | -37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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