+54.2%
RGTI vs BIL
+19.4%
+34.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.5% |
| 7D | +0.5% | +0.1% | +0.4% | 0.0% |
| 30D | -17.1% | +0.3% | -17.4% | -18.9% |
| 3M | -26.0% | +0.9% | -26.9% | -30.7% |
| 6M | -9.9% | +1.8% | -11.7% | -23.3% |
| YTD | -31.1% | +2.5% | -33.6% | -45.6% |
| 1Y | -8.5% | +3.7% | -12.2% | -37.0% |
| 3Y | +652.2% | +14.1% | +638.1% | +171.8% |
| 5Y | +56.8% | +19.5% | +37.3% | -43.7% |
| All | +54.2% | +19.4% | +34.8% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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