+56.8%
RGTI vs EQH
+102.2%
-45.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | -0.7% |
| 7D | +0.5% | +0.7% | -0.3% | -0.4% |
| 30D | -17.1% | +2.8% | -19.9% | -19.7% |
| 3M | -26.0% | +23.1% | -49.1% | -41.4% |
| 6M | -9.9% | +41.4% | -51.3% | -38.1% |
| YTD | -31.1% | +14.3% | -45.3% | -41.2% |
| 1Y | -8.5% | +1.6% | -10.1% | -11.7% |
| 3Y | +652.2% | +102.7% | +549.5% | +279.7% |
| All | +56.8% | +102.2% | -45.4% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 5y: compounded portfolio wealth divided by compounded EQH 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…
5y analysis · Full analysis span regression · 6 months rolling