-2.8%
RGTI vs DOC
-20.4%
+17.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.2% | -6.7% | -6.7% |
| 7D | -18.1% | -0.9% | -17.2% | -17.4% |
| 30D | -17.6% | +7.7% | -25.4% | -22.4% |
| 3M | -48.3% | -2.0% | -46.3% | -47.8% |
| 6M | -47.8% | +5.9% | -53.6% | -51.1% |
| YTD | -56.6% | +31.8% | -88.4% | -66.1% |
| 1Y | -61.8% | +22.5% | -84.4% | -68.6% |
| 3Y | +807.5% | +54.7% | +752.8% | +491.6% |
| 5Y | -8.8% | -21.3% | +12.5% | -9.3% |
| All | -2.8% | -20.4% | +17.6% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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