-6.8%
NOW vs RGTI
-2.8%
-4.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.9% | +8.5% | +2.1% |
| 7D | +0.3% | -18.1% | +18.4% | +1.6% |
| 30D | -27.0% | -17.6% | -9.3% | -26.1% |
| 3M | -19.6% | -48.3% | +28.7% | -16.3% |
| 6M | +17.5% | -47.8% | +65.2% | +21.0% |
| YTD | -33.3% | -56.6% | +23.3% | -30.8% |
| 1Y | -39.8% | -61.8% | +22.0% | -37.3% |
| 3Y | -19.9% | +807.5% | -827.5% | -44.7% |
| 5Y | -26.1% | -8.8% | -17.2% | -31.7% |
| All | -6.8% | -2.8% | -4.0% | -21.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling