+11.9%
HD vs RGTI
+59.7%
-47.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.0% | -6.3% | -2.4% |
| 7D | -1.2% | +5.5% | -6.6% | -1.3% |
| 30D | -11.1% | -11.9% | +0.7% | -10.9% |
| 3M | +2.0% | -27.4% | +29.4% | +2.7% |
| 6M | -10.5% | -7.1% | -3.4% | -10.9% |
| YTD | -6.9% | -28.6% | +21.8% | -6.9% |
| 1Y | -23.2% | +4.4% | -27.5% | -24.9% |
| 3Y | +3.1% | +698.5% | -695.4% | -14.2% |
| 5Y | +7.4% | +64.2% | -56.8% | -5.8% |
| All | +11.9% | +59.7% | -47.8% | +2.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling