+8.3%
DIS vs RGTI
-69.7%
+78.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.0% | +4.1% |
| 7D | +9.1% | -9.6% | +18.7% | +9.5% |
| 30D | +14.8% | -26.0% | +40.8% | +16.1% |
| 3M | +21.2% | -35.8% | +56.9% | +23.1% |
| 6M | +18.3% | -36.7% | +55.0% | +19.0% |
| YTD | +5.4% | -49.4% | +54.7% | +4.6% |
| 1Y | +8.3% | -68.1% | +76.4% | +9.1% |
| All | +8.3% | -69.7% | +78.0% | +9.1% |
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