+360.5%
BE vs RGTI
-0.2%
+360.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.1% | +7.2% | +7.3% |
| 7D | +20.0% | -2.5% | +22.5% | +21.3% |
| 30D | +7.9% | -9.4% | +17.3% | +11.7% |
| 3M | -13.2% | -37.1% | +23.9% | +5.0% |
| 6M | +53.5% | -14.4% | +67.9% | +53.4% |
| YTD | +191.0% | -31.4% | +222.4% | +216.4% |
| 1Y | +360.5% | +0.5% | +360.0% | +687.3% |
| All | +360.5% | -0.2% | +360.7% | +687.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling