-68.1%
RGTI vs HCA
+11.2%
-79.3%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +10.3% | -9.2% | +3.5% |
| 7D | -9.6% | +10.2% | -19.8% | -7.4% |
| 30D | -26.0% | +17.4% | -43.4% | -23.0% |
| 3M | -35.8% | +27.7% | -63.4% | -31.8% |
| 6M | -36.7% | +20.0% | -56.7% | -30.4% |
| YTD | -49.4% | +10.0% | -59.4% | -46.4% |
| 1Y | -68.1% | +9.0% | -77.1% | -65.6% |
| All | -68.1% | +11.2% | -79.3% | -65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 1y: compounded portfolio wealth divided by compounded HCA 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…
1y analysis · Full analysis span regression · 6 months rolling