+652.2%
RGTI vs EWT
+198.4%
+453.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | -2.1% |
| 7D | +0.5% | -1.1% | +1.6% | +2.1% |
| 30D | -17.1% | +4.5% | -21.6% | -22.8% |
| 3M | -26.0% | +8.3% | -34.2% | -34.6% |
| 6M | -9.9% | +54.2% | -64.1% | -54.4% |
| YTD | -31.1% | +74.6% | -105.6% | -71.7% |
| 1Y | -8.5% | +84.9% | -93.4% | -65.6% |
| 3Y | +652.2% | +197.5% | +454.7% | +23.4% |
| All | +652.2% | +198.4% | +453.8% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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