+309.8%
BE vs RGTI
-5.4%
+315.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.7% | +6.0% | +6.3% |
| 7D | +9.0% | +0.5% | +8.6% | +9.0% |
| 30D | +16.3% | -17.1% | +33.4% | +26.3% |
| 3M | +10.8% | -26.0% | +36.8% | +25.8% |
| 6M | +73.2% | -9.9% | +83.1% | +69.0% |
| YTD | +217.4% | -31.1% | +248.4% | +244.9% |
| 1Y | +309.8% | -8.5% | +318.3% | +542.8% |
| All | +309.8% | -5.4% | +315.2% | +542.8% |
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