+53.1%
RGTI vs EQT
+240.2%
-187.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.7% |
| 7D | -0.1% | -1.2% | +1.0% | +0.2% |
| 30D | -16.2% | +1.1% | -17.3% | -16.6% |
| 3M | -22.0% | +4.8% | -26.8% | -23.6% |
| 6M | -10.8% | -10.6% | -0.2% | -8.5% |
| YTD | -31.6% | +3.4% | -35.0% | -33.2% |
| 1Y | -6.4% | +8.7% | -15.0% | -10.3% |
| 3Y | +665.7% | +35.0% | +630.7% | +579.5% |
| 5Y | +55.6% | +204.2% | -148.6% | +37.9% |
| All | +53.1% | +240.2% | -187.1% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 all: compounded portfolio wealth divided by compounded EQT 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…
all analysis · Full analysis span regression · 6 months rolling