+56.8%
RGTI vs BB
-26.5%
+83.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.4% |
| 7D | +0.5% | -0.4% | +0.9% | +0.7% |
| 30D | -17.1% | -12.5% | -4.6% | -9.6% |
| 3M | -26.0% | -17.4% | -8.5% | -19.3% |
| 6M | -9.9% | +119.1% | -129.0% | -50.0% |
| YTD | -31.1% | +102.4% | -133.4% | -59.4% |
| 1Y | -8.5% | +98.2% | -106.7% | -46.4% |
| 3Y | +652.2% | +46.9% | +605.3% | +388.9% |
| All | +56.8% | -26.5% | +83.2% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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