-7.5%
IGV vs RGTI
-69.7%
+62.2%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | +0.7% |
| 7D | -7.5% | -9.6% | +2.1% | -6.2% |
| 30D | -5.6% | -26.0% | +20.4% | -1.9% |
| 3M | +1.5% | -35.8% | +37.3% | +7.0% |
| 6M | +17.1% | -36.7% | +53.8% | +21.0% |
| YTD | -2.0% | -49.4% | +47.4% | +1.8% |
| 1Y | -7.5% | -68.1% | +60.6% | +1.1% |
| All | -7.5% | -69.7% | +62.2% | +1.1% |
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