+19.6%
NOW vs RGTI
+53.1%
-33.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.6% | +0.1% |
| 7D | -9.9% | -0.1% | -9.8% | -9.9% |
| 30D | +2.8% | -16.2% | +19.0% | +3.9% |
| 3M | +23.7% | -22.0% | +45.7% | +25.1% |
| 6M | +12.5% | -10.8% | +23.3% | +11.6% |
| YTD | -14.4% | -31.6% | +17.2% | -13.8% |
| 1Y | -29.0% | -6.4% | -22.6% | -31.1% |
| 3Y | +9.3% | +665.7% | -656.4% | -22.3% |
| 5Y | +1.2% | +55.6% | -54.4% | -7.3% |
| All | +19.6% | +53.1% | -33.6% | -1.6% |
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