+133.9%
HL vs RGTI
-0.2%
+134.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +1.5% | -2.5% | +4.0% | +2.0% |
| 30D | +25.1% | -9.4% | +34.5% | +27.0% |
| 3M | +22.9% | -37.1% | +60.0% | +32.0% |
| 6M | -4.9% | -14.4% | +9.5% | -4.2% |
| YTD | +7.8% | -31.4% | +39.2% | +9.4% |
| 1Y | +133.9% | +0.5% | +133.4% | +211.2% |
| All | +133.9% | -0.2% | +134.1% | +211.2% |
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