+54.2%
RGTI vs GEN
+53.7%
+0.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.2% | +0.3% |
| 7D | +0.5% | -1.3% | +1.7% | +1.0% |
| 30D | -17.1% | +6.1% | -23.2% | -19.6% |
| 3M | -26.0% | +27.0% | -52.9% | -34.7% |
| 6M | -9.9% | +43.9% | -53.7% | -26.3% |
| YTD | -31.1% | +13.0% | -44.0% | -36.5% |
| 1Y | -8.5% | +4.0% | -12.5% | -12.4% |
| 3Y | +652.2% | +66.2% | +586.0% | +469.7% |
| 5Y | +56.8% | +23.2% | +33.6% | +16.7% |
| All | +54.2% | +53.7% | +0.6% | +15.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling