+93.1%
ORCL vs RGTI
+58.3%
+34.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.6% | +3.1% | -0.3% |
| 7D | +10.9% | +2.5% | +8.4% | +10.7% |
| 30D | +7.0% | -13.7% | +20.7% | +7.9% |
| 3M | -21.2% | -22.6% | +1.4% | -20.2% |
| 6M | +7.4% | -13.4% | +20.8% | +7.6% |
| YTD | -16.3% | -31.2% | +14.9% | -15.4% |
| 1Y | -32.3% | -7.6% | -24.7% | -32.9% |
| 3Y | +32.6% | +669.7% | -637.1% | +12.8% |
| 5Y | +93.1% | +57.0% | +36.1% | +86.4% |
| All | +93.1% | +58.3% | +34.8% | +86.4% |
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