+971.5%
LITE vs RGTI
+53.9%
+917.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.6% | +4.7% | +1.5% |
| 7D | +13.6% | +2.5% | +11.1% | +13.3% |
| 30D | +21.6% | -13.7% | +35.2% | +23.6% |
| 3M | +20.3% | -22.6% | +42.9% | +23.9% |
| 6M | +54.4% | -13.4% | +67.8% | +56.3% |
| YTD | +168.3% | -31.2% | +199.5% | +175.3% |
| 1Y | +551.8% | -7.6% | +559.4% | +542.8% |
| 3Y | +1,891.5% | +669.7% | +1,221.8% | +1,256.4% |
| 5Y | +1,014.7% | +57.0% | +957.7% | +705.7% |
| All | +971.5% | +53.9% | +917.5% | +603.2% |
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 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