+652.2%
RGTI vs BEN
+51.0%
+601.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.8% |
| 7D | +0.5% | -3.1% | +3.6% | +4.1% |
| 30D | -17.1% | +0.2% | -17.3% | -17.3% |
| 3M | -26.0% | +6.8% | -32.8% | -31.0% |
| 6M | -9.9% | +38.1% | -48.0% | -36.6% |
| YTD | -31.1% | +44.3% | -75.4% | -54.5% |
| 1Y | -8.5% | +42.6% | -51.1% | -38.5% |
| 3Y | +652.2% | +52.3% | +599.9% | +328.1% |
| All | +652.2% | +51.0% | +601.2% | +328.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling