+0.8%
NOW vs RGTI
+58.3%
-57.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.6% | +1.3% | -2.1% |
| 7D | -4.1% | +2.5% | -6.6% | -4.3% |
| 30D | +2.9% | -13.7% | +16.5% | +3.8% |
| 3M | +22.6% | -22.6% | +45.2% | +24.0% |
| 6M | +7.5% | -13.4% | +20.9% | +7.0% |
| YTD | -14.4% | -31.2% | +16.8% | -13.9% |
| 1Y | -29.8% | -7.6% | -22.2% | -31.8% |
| 3Y | +9.2% | +669.7% | -660.5% | -22.5% |
| 5Y | +0.8% | +57.0% | -56.2% | -10.0% |
| All | +0.8% | +58.3% | -57.4% | -10.0% |
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