+136.1%
C vs RGTI
+56.1%
+80.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.5% |
| 7D | +0.3% | -0.1% | +0.4% | +0.3% |
| 30D | +2.0% | -16.2% | +18.2% | +2.9% |
| 3M | +4.4% | -22.0% | +26.4% | +5.3% |
| 6M | +28.3% | -10.8% | +39.1% | +27.7% |
| YTD | +20.5% | -31.6% | +52.0% | +21.1% |
| 1Y | +45.5% | -6.4% | +51.9% | +42.6% |
| 3Y | +274.0% | +665.7% | -391.6% | +199.9% |
| 5Y | +136.1% | +55.6% | +80.5% | +97.0% |
| All | +136.1% | +56.1% | +80.0% | +97.0% |
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