+53.9%
RGTI vs BUD
+20.3%
+33.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.2% | -1.4% | -3.0% |
| 7D | +2.5% | -1.3% | +3.8% | +2.8% |
| 30D | -13.7% | -6.1% | -7.5% | -12.3% |
| 3M | -22.6% | -3.8% | -18.8% | -22.3% |
| 6M | -13.4% | +8.2% | -21.6% | -15.8% |
| YTD | -31.2% | +23.6% | -54.8% | -35.8% |
| 1Y | -7.6% | +33.4% | -41.1% | -16.5% |
| 3Y | +669.7% | +45.3% | +624.4% | +569.9% |
| 5Y | +57.0% | +44.3% | +12.8% | +29.7% |
| All | +53.9% | +20.3% | +33.7% | +26.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling