+652.2%
RGTI vs EFV
+90.2%
+562.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | -1.6% |
| 7D | +0.5% | -0.8% | +1.3% | +2.2% |
| 30D | -17.1% | +0.6% | -17.7% | -18.1% |
| 3M | -26.0% | +7.5% | -33.5% | -36.2% |
| 6M | -9.9% | +13.0% | -22.9% | -28.6% |
| YTD | -31.1% | +18.3% | -49.4% | -50.3% |
| 1Y | -8.5% | +26.7% | -35.2% | -43.6% |
| 3Y | +652.2% | +89.6% | +562.6% | +56.1% |
| All | +652.2% | +90.2% | +562.0% | +56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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