+56.8%
RGTI vs HBM
+327.6%
-270.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.0% |
| 7D | +0.5% | -3.3% | +3.8% | +1.9% |
| 30D | -17.1% | -4.8% | -12.3% | -15.2% |
| 3M | -26.0% | -0.4% | -25.6% | -26.2% |
| 6M | -9.9% | +17.9% | -27.7% | -17.3% |
| YTD | -31.1% | +33.7% | -64.8% | -40.6% |
| 1Y | -8.5% | +95.6% | -104.1% | -34.0% |
| 3Y | +652.2% | +458.1% | +194.1% | +243.1% |
| All | +56.8% | +327.6% | -270.9% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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