+652.2%
RGTI vs DG
+4.6%
+647.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.3% |
| 7D | +0.5% | -6.5% | +6.9% | +2.5% |
| 30D | -17.1% | +4.2% | -21.3% | -18.3% |
| 3M | -26.0% | +9.5% | -35.5% | -28.9% |
| 6M | -9.9% | -13.1% | +3.3% | -6.9% |
| YTD | -31.1% | -4.8% | -26.2% | -30.7% |
| 1Y | -8.5% | +20.6% | -29.1% | -14.8% |
| 3Y | +652.2% | +4.9% | +647.3% | +530.9% |
| All | +652.2% | +4.6% | +647.6% | +530.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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