-8.5%
RGTI vs BUD
+34.7%
-43.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.9% |
| 7D | +0.5% | -2.6% | +3.1% | -0.1% |
| 30D | -17.1% | -1.2% | -15.9% | -17.3% |
| 3M | -26.0% | -4.9% | -21.1% | -26.6% |
| 6M | -9.9% | +9.3% | -19.1% | -10.0% |
| YTD | -31.1% | +24.0% | -55.0% | -13.6% |
| 1Y | -8.5% | +34.5% | -43.0% | +29.8% |
| All | -8.5% | +34.7% | -43.2% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling