+53.9%
RGTI vs GEN
+51.1%
+2.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.5% |
| 7D | +2.5% | -2.9% | +5.4% | +3.8% |
| 30D | -13.7% | +2.1% | -15.7% | -14.8% |
| 3M | -22.6% | +19.7% | -42.3% | -29.8% |
| 6M | -13.4% | +33.3% | -46.7% | -26.4% |
| YTD | -31.2% | +11.1% | -42.3% | -36.1% |
| 1Y | -7.6% | +3.0% | -10.6% | -11.1% |
| 3Y | +669.7% | +57.9% | +611.8% | +495.8% |
| 5Y | +57.0% | +20.6% | +36.4% | +17.8% |
| All | +53.9% | +51.1% | +2.8% | +16.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling