+54.2%
RGTI vs BTG
+26.7%
+27.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.4% | +0.6% |
| 7D | +0.5% | -3.8% | +4.2% | +1.8% |
| 30D | -17.1% | +3.6% | -20.7% | -18.5% |
| 3M | -26.0% | +32.0% | -58.0% | -34.0% |
| 6M | -9.9% | +3.4% | -13.2% | -12.9% |
| YTD | -31.1% | +20.8% | -51.8% | -36.8% |
| 1Y | -8.5% | +22.4% | -30.9% | -17.1% |
| 3Y | +652.2% | +91.7% | +560.5% | +475.9% |
| 5Y | +56.8% | +79.0% | -22.2% | +22.6% |
| All | +54.2% | +26.7% | +27.6% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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