+652.2%
RGTI vs D
+58.3%
+593.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.8% |
| 7D | +0.5% | -2.2% | +2.7% | +0.7% |
| 30D | -17.1% | -4.5% | -12.6% | -16.7% |
| 3M | -26.0% | -2.5% | -23.5% | -26.0% |
| 6M | -9.9% | +5.5% | -15.4% | -10.9% |
| YTD | -31.1% | +13.3% | -44.3% | -33.0% |
| 1Y | -8.5% | +11.8% | -20.3% | -10.8% |
| 3Y | +652.2% | +56.7% | +595.5% | +490.8% |
| All | +652.2% | +58.3% | +593.9% | +490.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 3y: compounded portfolio wealth divided by compounded D 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…
3y analysis · Full analysis span regression · 6 months rolling