+55.6%
RGTI vs GEN
+21.1%
+34.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.9% |
| 7D | -0.1% | -4.3% | +4.2% | +2.1% |
| 30D | -16.2% | +3.8% | -20.0% | -18.1% |
| 3M | -22.0% | +22.3% | -44.3% | -30.7% |
| 6M | -10.8% | +39.0% | -49.7% | -27.0% |
| YTD | -31.6% | +11.9% | -43.5% | -37.0% |
| 1Y | -6.4% | +4.5% | -10.9% | -10.8% |
| 3Y | +665.7% | +59.0% | +606.7% | +470.7% |
| All | +55.6% | +21.1% | +34.5% | +9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling