+652.2%
RGTI vs EFX
-12.2%
+664.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.2% | +0.4% |
| 7D | +0.5% | -4.5% | +5.0% | +3.1% |
| 30D | -17.1% | -6.1% | -11.0% | -14.9% |
| 3M | -26.0% | +6.2% | -32.2% | -32.6% |
| 6M | -9.9% | -11.2% | +1.4% | -6.9% |
| YTD | -31.1% | -21.4% | -9.7% | -22.9% |
| 1Y | -8.5% | -34.3% | +25.8% | +18.1% |
| 3Y | +652.2% | -12.5% | +664.7% | +708.9% |
| All | +652.2% | -12.2% | +664.4% | +708.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling