+350.4%
HPE vs RGTI
+54.2%
+296.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.7% | +11.7% | +12.4% |
| 7D | +19.4% | +0.5% | +18.9% | +19.4% |
| 30D | +5.6% | -17.1% | +22.7% | +6.9% |
| 3M | +33.1% | -26.0% | +59.0% | +35.3% |
| 6M | +192.5% | -9.9% | +202.3% | +192.5% |
| YTD | +160.9% | -31.1% | +192.0% | +163.8% |
| 1Y | +155.0% | -8.5% | +163.5% | +152.0% |
| 3Y | +289.4% | +652.2% | -362.8% | +222.9% |
| 5Y | +395.7% | +56.8% | +338.9% | +307.3% |
| All | +350.4% | +54.2% | +296.2% | +280.3% |
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 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