-15.2%
RDW vs SPXU
-21.6%
+6.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.8% | +13.2% | -33.0% | -1.9% |
| 7D | -32.4% | +14.2% | -46.7% | -15.9% |
| 30D | -41.7% | +19.3% | -61.0% | -22.3% |
| 3M | -42.3% | +16.2% | -58.4% | -24.8% |
| 6M | -28.8% | -3.5% | -25.3% | -20.8% |
| YTD | -18.6% | -19.2% | +0.7% | -18.1% |
| 1Y | -15.2% | -20.7% | +5.5% | -15.0% |
| All | -15.2% | -21.6% | +6.4% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling