+396.4%
GE vs RGTI
+54.2%
+342.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.2% |
| 7D | -4.0% | +0.5% | -4.5% | -4.0% |
| 30D | -11.4% | -17.1% | +5.7% | -10.7% |
| 3M | -2.6% | -26.0% | +23.4% | -1.6% |
| 6M | -0.3% | -9.9% | +9.5% | -0.9% |
| YTD | +5.4% | -31.1% | +36.4% | +5.7% |
| 1Y | +15.5% | -8.5% | +24.0% | +13.5% |
| 3Y | +260.8% | +652.2% | -391.4% | +191.4% |
| 5Y | +421.6% | +56.8% | +364.9% | +359.2% |
| All | +396.4% | +54.2% | +342.1% | +339.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling