+53.2%
RGTI vs FGI
-70.4%
+123.6%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +7.5% | -7.4% | -0.3% |
| 7D | -2.5% | +0.5% | -3.0% | -2.6% |
| 30D | -9.4% | +65.4% | -74.8% | -15.3% |
| 3M | -37.1% | +23.5% | -60.6% | -40.2% |
| 6M | -14.4% | +60.5% | -74.9% | -24.2% |
| YTD | -31.4% | +30.0% | -61.4% | -38.2% |
| 1Y | +0.5% | +82.1% | -81.5% | -18.5% |
| 3Y | +726.1% | -4.4% | +730.5% | +566.2% |
| All | +53.2% | -70.4% | +123.6% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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