-2.8%
RGTI vs HAS
+53.0%
-55.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.8% | -6.1% | -6.4% |
| 7D | -18.1% | +1.4% | -19.5% | -18.7% |
| 30D | -17.6% | +26.3% | -43.9% | -28.1% |
| 3M | -48.3% | +25.6% | -73.9% | -55.0% |
| 6M | -47.8% | +30.3% | -78.0% | -56.2% |
| YTD | -56.6% | +50.4% | -106.9% | -67.1% |
| 1Y | -61.8% | +57.7% | -119.5% | -72.1% |
| 3Y | +807.5% | +213.4% | +594.2% | +310.2% |
| 5Y | -8.8% | +49.1% | -57.9% | -38.5% |
| All | -2.8% | +53.0% | -55.9% | -34.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling