+65.2%
WFC vs RDDT
+235.7%
-170.5%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.6% | +0.8% |
| 7D | +0.4% | +2.1% | -1.8% | +0.2% |
| 30D | +1.5% | +2.8% | -1.3% | +1.2% |
| 3M | +10.2% | -8.9% | +19.1% | +10.2% |
| 6M | +18.8% | +15.1% | +3.7% | +16.1% |
| YTD | -1.5% | -31.4% | +29.8% | -0.3% |
| 1Y | +13.5% | -39.4% | +53.0% | +15.5% |
| All | +65.2% | +235.7% | -170.5% | +57.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling