+53.1%
RGTI vs FND
-58.2%
+111.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | +0.3% |
| 7D | -0.1% | -5.1% | +5.0% | +2.5% |
| 30D | -16.2% | -22.5% | +6.3% | -4.2% |
| 3M | -22.0% | -5.0% | -17.0% | -22.1% |
| 6M | -10.8% | -21.5% | +10.8% | -1.3% |
| YTD | -31.6% | -23.0% | -8.5% | -24.0% |
| 1Y | -6.4% | -44.9% | +38.5% | +23.5% |
| 3Y | +665.7% | -50.0% | +715.6% | +943.0% |
| 5Y | +55.6% | -63.3% | +119.0% | +104.1% |
| All | +53.1% | -58.2% | +111.3% | +100.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling