+55.6%
RGTI vs HAS
+12.1%
+43.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.9% | -1.3% |
| 7D | -0.1% | -3.1% | +2.9% | +1.7% |
| 30D | -16.2% | -6.4% | -9.8% | -13.0% |
| 3M | -22.0% | +10.4% | -32.4% | -27.6% |
| 6M | -10.8% | -3.7% | -7.1% | -10.6% |
| YTD | -31.6% | +12.5% | -44.0% | -38.9% |
| 1Y | -6.4% | +19.8% | -26.2% | -20.8% |
| 3Y | +665.7% | +46.0% | +619.7% | +449.6% |
| 5Y | +55.6% | +12.5% | +43.2% | +30.1% |
| All | +55.6% | +12.1% | +43.5% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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