+0.5%
RGTI vs EFX
-25.2%
+25.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.4% | +6.5% | -1.1% |
| 7D | -2.5% | -8.6% | +6.1% | -4.2% |
| 30D | -9.4% | +0.1% | -9.5% | -9.3% |
| 3M | -37.1% | +3.8% | -40.9% | -36.3% |
| 6M | -14.4% | -13.5% | -0.9% | -14.7% |
| YTD | -31.4% | -17.7% | -13.7% | -32.7% |
| 1Y | +0.5% | -25.6% | +26.1% | -10.5% |
| All | +0.5% | -25.2% | +25.8% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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