-68.1%
RGTI vs CDW
+13.2%
-81.3%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +12.7% | -11.5% | -0.5% |
| 7D | -9.6% | +3.7% | -13.3% | -10.1% |
| 30D | -26.0% | +26.0% | -52.0% | -28.0% |
| 3M | -35.8% | +10.1% | -45.9% | -36.9% |
| 6M | -36.7% | +26.1% | -62.7% | -39.7% |
| YTD | -49.4% | +25.9% | -75.3% | -50.7% |
| 1Y | -68.1% | +21.5% | -89.7% | -68.6% |
| All | -68.1% | +13.2% | -81.3% | -68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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