+119.2%
META vs RGTI
+53.1%
+66.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.4% |
| 7D | +5.5% | -0.1% | +5.7% | +5.5% |
| 30D | +7.6% | -16.2% | +23.8% | +8.5% |
| 3M | +13.0% | -22.0% | +35.0% | +14.0% |
| 6M | -1.3% | -10.8% | +9.5% | -2.0% |
| YTD | -2.2% | -31.6% | +29.4% | -1.9% |
| 1Y | -14.0% | -6.4% | -7.7% | -16.6% |
| 3Y | +118.2% | +665.7% | -547.4% | +65.1% |
| 5Y | +71.7% | +55.6% | +16.0% | +50.2% |
| All | +119.2% | +53.1% | +66.1% | +91.7% |
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