+53.1%
RGTI vs BEN
+47.2%
+5.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | +0.6% |
| 7D | -0.1% | +0.3% | -0.5% | -0.5% |
| 30D | -16.2% | +0.9% | -17.1% | -16.8% |
| 3M | -22.0% | +9.2% | -31.2% | -27.3% |
| 6M | -10.8% | +36.8% | -47.5% | -31.0% |
| YTD | -31.6% | +44.4% | -75.9% | -49.8% |
| 1Y | -6.4% | +45.8% | -52.2% | -31.5% |
| 3Y | +665.7% | +52.5% | +613.1% | +438.2% |
| 5Y | +55.6% | +37.7% | +18.0% | +9.7% |
| All | +53.1% | +47.2% | +5.9% | +7.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling