+56.8%
RGTI vs EXC
+43.4%
+13.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.3% | +0.7% |
| 7D | +0.5% | -1.1% | +1.6% | +0.3% |
| 30D | -17.1% | -3.6% | -13.5% | -17.4% |
| 3M | -26.0% | -4.3% | -21.7% | -26.3% |
| 6M | -9.9% | -9.9% | +0.1% | -10.5% |
| YTD | -31.1% | +1.8% | -32.8% | -31.1% |
| 1Y | -8.5% | +2.9% | -11.4% | -8.5% |
| 3Y | +652.2% | +19.1% | +633.1% | +640.3% |
| All | +56.8% | +43.4% | +13.4% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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