+30.2%
DIS vs RGTI
+669.7%
-639.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.6% | +2.8% | -0.7% |
| 7D | -3.5% | +2.5% | -6.0% | -3.6% |
| 30D | +1.0% | -13.7% | +14.6% | +1.4% |
| 3M | +5.7% | -22.6% | +28.3% | +6.3% |
| 6M | +3.3% | -13.4% | +16.7% | +2.9% |
| YTD | -7.7% | -31.2% | +23.5% | -7.6% |
| 1Y | -10.0% | -7.6% | -2.3% | -11.4% |
| All | +30.2% | +669.7% | -639.5% | +12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling