+32.3%
NXPI vs RGTI
+54.2%
-21.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +4.4% |
| 7D | +3.9% | +0.5% | +3.4% | +3.8% |
| 30D | +1.4% | -17.1% | +18.5% | +2.8% |
| 3M | -21.5% | -26.0% | +4.5% | -19.9% |
| 6M | +19.4% | -9.9% | +29.3% | +18.9% |
| YTD | +9.9% | -31.1% | +41.0% | +11.3% |
| 1Y | +7.9% | -8.5% | +16.4% | +5.2% |
| 3Y | +22.7% | +652.2% | -629.5% | -13.4% |
| 5Y | +22.1% | +56.8% | -34.7% | -7.0% |
| All | +32.3% | +54.2% | -21.9% | -4.0% |
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 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