+15.5%
GE vs RGTI
-5.4%
+21.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -10.2% |
| 3M | -2.6% | -26.0% | +23.4% | -1.1% |
| 6M | -0.3% | -9.9% | +9.5% | -2.0% |
| YTD | +5.4% | -31.1% | +36.4% | +4.6% |
| 1Y | +15.5% | -8.5% | +24.0% | +16.3% |
| All | +15.5% | -5.4% | +21.0% | +16.3% |
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