+652.2%
RGTI vs GWW
+89.6%
+562.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | +0.1% | +0.4% |
| 7D | +0.5% | -3.4% | +3.8% | +2.3% |
| 30D | -17.1% | -1.9% | -15.2% | -16.4% |
| 3M | -26.0% | -2.4% | -23.6% | -25.9% |
| 6M | -9.9% | +15.7% | -25.6% | -20.2% |
| YTD | -31.1% | +27.6% | -58.7% | -43.1% |
| 1Y | -8.5% | +27.2% | -35.7% | -24.4% |
| 3Y | +652.2% | +89.7% | +562.5% | +283.9% |
| All | +652.2% | +89.6% | +562.6% | +283.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 3y: compounded portfolio wealth divided by compounded GWW 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…
3y analysis · Full analysis span regression · 6 months rolling