+54.2%
RGTI vs FDX
+54.5%
-0.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.7% |
| 7D | +0.5% | -3.3% | +3.7% | +2.0% |
| 30D | -17.1% | -4.5% | -12.6% | -15.5% |
| 3M | -26.0% | -7.3% | -18.6% | -23.6% |
| 6M | -9.9% | +7.5% | -17.4% | -13.8% |
| YTD | -31.1% | +35.1% | -66.1% | -41.2% |
| 1Y | -8.5% | +71.4% | -79.9% | -30.6% |
| 3Y | +652.2% | +60.8% | +591.4% | +477.8% |
| 5Y | +56.8% | +65.5% | -8.7% | +11.2% |
| All | +54.2% | +54.5% | -0.3% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 10y: compounded portfolio wealth divided by compounded FDX 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…
10y analysis · Full analysis span regression · 6 months rolling