-68.1%
RGTI vs GEN
+20.2%
-88.3%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.0% | -2.8% | +0.2% |
| 7D | -9.6% | +26.9% | -36.5% | -15.0% |
| 30D | -26.0% | +38.6% | -64.7% | -32.3% |
| 3M | -35.8% | +9.7% | -45.5% | -37.3% |
| 6M | -36.7% | +58.9% | -95.6% | -51.2% |
| YTD | -49.4% | +15.3% | -64.7% | -56.9% |
| 1Y | -68.1% | +21.8% | -89.9% | -74.3% |
| All | -68.1% | +20.2% | -88.3% | -74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling