-68.1%
RGTI vs DOW
+50.2%
-118.4%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.2% | +4.4% | +0.5% |
| 7D | -9.6% | -4.2% | -5.4% | -10.2% |
| 30D | -26.0% | +14.7% | -40.7% | -24.2% |
| 3M | -35.8% | +9.1% | -44.8% | -34.6% |
| 6M | -36.7% | -17.7% | -19.0% | -35.4% |
| YTD | -49.4% | +44.6% | -94.0% | -52.3% |
| 1Y | -68.1% | +51.9% | -120.0% | -70.6% |
| All | -68.1% | +50.2% | -118.4% | -70.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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