+55.6%
RGTI vs FLUT
-51.9%
+107.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.2% |
| 7D | -0.1% | -3.6% | +3.4% | +1.6% |
| 30D | -16.2% | -0.3% | -15.9% | -16.6% |
| 3M | -22.0% | -12.6% | -9.4% | -18.7% |
| 6M | -10.8% | -8.0% | -2.8% | -10.7% |
| YTD | -31.6% | -54.1% | +22.6% | -1.5% |
| 1Y | -6.4% | -66.1% | +59.8% | +58.0% |
| 3Y | +665.7% | -45.0% | +710.7% | +914.4% |
| All | +55.6% | -51.9% | +107.5% | +80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 FLUT 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