+1,042.8%
BE vs RGTI
+54.2%
+988.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.7% | +6.0% | +6.6% |
| 7D | +9.0% | +0.5% | +8.6% | +9.0% |
| 30D | +16.3% | -17.1% | +33.4% | +19.7% |
| 3M | +10.8% | -26.0% | +36.8% | +16.4% |
| 6M | +73.2% | -9.9% | +83.1% | +74.8% |
| YTD | +217.4% | -31.1% | +248.4% | +232.2% |
| 1Y | +309.8% | -8.5% | +318.3% | +316.4% |
| 3Y | +1,726.2% | +652.2% | +1,073.9% | +991.6% |
| 5Y | +1,306.2% | +56.8% | +1,249.4% | +1,031.3% |
| All | +1,042.8% | +54.2% | +988.5% | +707.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling