-60.9%
ADBE vs RGTI
+56.8%
-117.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.6% | +1.3% |
| 7D | -5.4% | +0.5% | -5.8% | -5.4% |
| 30D | -2.5% | -17.1% | +14.6% | -1.8% |
| 3M | +15.3% | -26.0% | +41.3% | +16.4% |
| 6M | -7.8% | -9.9% | +2.0% | -8.7% |
| YTD | -27.9% | -31.1% | +3.1% | -27.9% |
| 1Y | -28.0% | -8.5% | -19.5% | -30.1% |
| 3Y | -55.3% | +652.2% | -707.5% | -66.3% |
| All | -60.9% | +56.8% | -117.7% | -67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 5y: compounded portfolio wealth divided by compounded RGTI 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…
5y analysis · Full analysis span regression · 6 months rolling