+112.5%
NET vs RGTI
+56.9%
+55.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.0% |
| 7D | -7.0% | -2.5% | -4.5% | -6.6% |
| 30D | -4.8% | -9.4% | +4.6% | -3.5% |
| 3M | +3.8% | -37.1% | +40.9% | +9.7% |
| 6M | +50.0% | -14.4% | +64.5% | +49.3% |
| YTD | +41.5% | -31.4% | +72.9% | +44.1% |
| 1Y | +32.8% | +0.5% | +32.3% | +25.2% |
| 3Y | +335.9% | +726.1% | -390.2% | +113.1% |
| All | +112.5% | +56.9% | +55.6% | +65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling