+8.9%
GE vs RGTI
-69.7%
+78.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.6% | +2.6% |
| 7D | +9.4% | -9.6% | +19.0% | +10.3% |
| 30D | +7.5% | -26.0% | +33.6% | +10.2% |
| 3M | -12.5% | -35.8% | +23.2% | -9.5% |
| 6M | +17.8% | -36.7% | +54.4% | +19.2% |
| YTD | +7.4% | -49.4% | +56.8% | +8.2% |
| 1Y | +8.9% | -68.1% | +77.0% | +15.0% |
| All | +8.9% | -69.7% | +78.6% | +15.0% |
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 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