+54.2%
RGTI vs BBWI
-60.1%
+114.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.4% | -5.7% | -2.1% |
| 7D | +0.5% | -4.8% | +5.3% | +2.5% |
| 30D | -17.1% | +3.5% | -20.6% | -19.5% |
| 3M | -26.0% | -0.3% | -25.7% | -28.0% |
| 6M | -9.9% | -5.4% | -4.5% | -11.2% |
| YTD | -31.1% | -4.7% | -26.3% | -33.2% |
| 1Y | -8.5% | -30.5% | +22.0% | +0.8% |
| 3Y | +652.2% | -44.3% | +696.5% | +778.1% |
| 5Y | +56.8% | -66.9% | +123.7% | +94.8% |
| All | +54.2% | -60.1% | +114.3% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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