+153.1%
SMH vs RDDT
+235.7%
-82.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.2% |
| 7D | +0.3% | +2.1% | -1.9% | -0.1% |
| 30D | -2.8% | +2.8% | -5.6% | -3.5% |
| 3M | -6.7% | -8.9% | +2.2% | -6.8% |
| 6M | +41.8% | +15.1% | +26.7% | +35.5% |
| YTD | +57.9% | -31.4% | +89.2% | +62.5% |
| 1Y | +87.6% | -39.4% | +127.1% | +95.3% |
| All | +153.1% | +235.7% | -82.6% | +101.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling