+54.2%
RGTI vs CDW
-9.4%
+63.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +7.8% | -7.1% | -4.1% |
| 7D | +0.5% | +0.9% | -0.5% | -0.6% |
| 30D | -17.1% | +13.1% | -30.2% | -23.6% |
| 3M | -26.0% | +19.7% | -45.6% | -35.7% |
| 6M | -9.9% | +30.7% | -40.6% | -31.0% |
| YTD | -31.1% | +14.7% | -45.8% | -42.3% |
| 1Y | -8.5% | -5.3% | -3.2% | -10.2% |
| 3Y | +652.2% | -23.8% | +676.1% | +784.2% |
| 5Y | +56.8% | -16.8% | +73.6% | +63.2% |
| All | +54.2% | -9.4% | +63.7% | +60.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling