+1,016.0%
BE vs RGTI
+53.9%
+962.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.6% | +0.7% | -2.3% |
| 7D | +23.9% | +2.5% | +21.4% | +23.5% |
| 30D | +27.8% | -13.7% | +41.5% | +30.7% |
| 3M | +3.7% | -22.6% | +26.3% | +8.3% |
| 6M | +78.0% | -13.4% | +91.4% | +80.6% |
| YTD | +209.9% | -31.2% | +241.1% | +224.4% |
| 1Y | +389.6% | -7.6% | +397.2% | +396.8% |
| 3Y | +1,730.6% | +669.7% | +1,060.9% | +990.6% |
| 5Y | +1,227.8% | +57.0% | +1,170.8% | +970.9% |
| All | +1,016.0% | +53.9% | +962.0% | +688.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling