+119.3%
ORCL vs RGTI
+53.1%
+66.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.5% | -4.9% | -5.3% |
| 7D | -0.7% | -0.1% | -0.6% | -0.7% |
| 30D | +5.1% | -16.2% | +21.3% | +6.2% |
| 3M | -23.7% | -22.0% | -1.7% | -22.8% |
| 6M | +3.1% | -10.8% | +13.9% | +3.2% |
| YTD | -20.8% | -31.6% | +10.8% | -19.9% |
| 1Y | -52.9% | -6.4% | -46.5% | -53.3% |
| 3Y | +25.4% | +665.7% | -640.2% | +6.8% |
| 5Y | +82.4% | +55.6% | +26.8% | +72.2% |
| All | +119.3% | +53.1% | +66.2% | +113.2% |
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