-7.3%
DIS vs RGTI
-7.5%
+0.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.6% |
| 7D | -1.3% | -0.1% | -1.1% | -1.2% |
| 30D | +2.2% | -16.2% | +18.4% | +2.7% |
| 3M | +8.1% | -22.0% | +30.2% | +8.9% |
| 6M | +5.2% | -10.8% | +16.0% | +4.5% |
| YTD | -6.3% | -31.6% | +25.3% | -7.1% |
| 1Y | -7.3% | -6.4% | -0.9% | -3.7% |
| All | -7.3% | -7.5% | +0.2% | -3.7% |
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