+652.2%
RGTI vs EMR
+62.0%
+590.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.8% | -2.5% |
| 7D | +0.5% | -0.4% | +0.9% | +0.9% |
| 30D | -17.1% | -6.8% | -10.3% | -9.6% |
| 3M | -26.0% | +7.5% | -33.5% | -33.0% |
| 6M | -9.9% | +9.9% | -19.7% | -20.4% |
| YTD | -31.1% | +16.0% | -47.0% | -43.1% |
| 1Y | -8.5% | +12.4% | -21.0% | -21.3% |
| 3Y | +652.2% | +60.2% | +592.0% | +399.3% |
| All | +652.2% | +62.0% | +590.2% | +399.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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