+54.2%
RGTI vs HCA
+119.8%
-65.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.6% | +0.6% |
| 7D | +0.5% | +5.4% | -5.0% | 0.0% |
| 30D | -17.1% | +3.0% | -20.1% | -17.3% |
| 3M | -26.0% | +13.0% | -39.0% | -27.0% |
| 6M | -9.9% | -20.3% | +10.4% | -6.7% |
| YTD | -31.1% | -8.2% | -22.8% | -30.4% |
| 1Y | -8.5% | +6.7% | -15.2% | -9.9% |
| 3Y | +652.2% | +60.4% | +591.8% | +557.5% |
| 5Y | +56.8% | +73.4% | -16.7% | +29.6% |
| All | +54.2% | +119.8% | -65.6% | +27.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling