+54.2%
RGTI vs FISV
-58.5%
+112.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.4% | -4.7% | -0.4% |
| 7D | +0.5% | -2.7% | +3.1% | +1.0% |
| 30D | -17.1% | 0.0% | -17.1% | -17.2% |
| 3M | -26.0% | -2.8% | -23.2% | -26.4% |
| 6M | -9.9% | -11.8% | +2.0% | -8.1% |
| YTD | -31.1% | -23.2% | -7.9% | -27.4% |
| 1Y | -8.5% | -62.0% | +53.5% | +11.2% |
| 3Y | +652.2% | -57.6% | +709.8% | +693.3% |
| 5Y | +56.8% | -53.4% | +110.2% | +51.9% |
| All | +54.2% | -58.5% | +112.8% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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