+43.4%
SMH vs RDDT
-48.8%
+92.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.0% | -8.7% | -3.4% |
| 7D | -11.2% | -24.4% | +13.2% | -8.8% |
| 30D | -20.4% | -32.3% | +11.8% | -17.5% |
| 3M | -12.4% | -36.3% | +23.9% | -9.0% |
| 6M | -0.5% | -39.7% | +39.2% | +3.3% |
| YTD | +40.0% | -55.7% | +95.7% | +46.7% |
| 1Y | +43.4% | -45.7% | +89.1% | +43.8% |
| All | +43.4% | -48.8% | +92.2% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RDDT.
Daily Out/Under-Performance
Portfolio return minus RDDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDDT 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 RDDT 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