+1,179.0%
BE vs RGTI
+55.6%
+1,123.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.9% |
| 7D | +9.7% | -0.1% | +9.9% | +9.8% |
| 30D | +22.4% | -16.2% | +38.6% | +25.8% |
| 3M | +10.4% | -22.0% | +32.4% | +15.1% |
| 6M | +67.9% | -10.8% | +78.6% | +69.7% |
| YTD | +197.5% | -31.6% | +229.0% | +211.7% |
| 1Y | +310.6% | -6.4% | +316.9% | +316.2% |
| 3Y | +1,657.2% | +665.7% | +991.6% | +947.7% |
| All | +1,179.0% | +55.6% | +1,123.4% | +897.6% |
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