+54.2%
RGTI vs FND
-57.7%
+112.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.2% |
| 7D | +0.5% | -5.8% | +6.2% | +3.6% |
| 30D | -17.1% | -20.2% | +3.1% | -6.7% |
| 3M | -26.0% | -12.0% | -14.0% | -22.7% |
| 6M | -9.9% | -18.5% | +8.6% | -2.3% |
| YTD | -31.1% | -22.3% | -8.8% | -23.8% |
| 1Y | -8.5% | -47.6% | +39.1% | +24.5% |
| 3Y | +652.2% | -49.8% | +702.0% | +922.0% |
| 5Y | +56.8% | -63.0% | +119.7% | +104.5% |
| All | +54.2% | -57.7% | +112.0% | +100.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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