+54.2%
RGTI vs HDB
-29.2%
+83.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.9% | -6.1% | -2.9% |
| 7D | +0.5% | +0.7% | -0.2% | -0.1% |
| 30D | -17.1% | +1.0% | -18.1% | -17.8% |
| 3M | -26.0% | -2.0% | -24.0% | -26.6% |
| 6M | -9.9% | -18.1% | +8.2% | -0.8% |
| YTD | -31.1% | -36.1% | +5.1% | -13.3% |
| 1Y | -8.5% | -34.0% | +25.5% | +12.5% |
| 3Y | +652.2% | -26.7% | +678.9% | +743.8% |
| 5Y | +56.8% | -33.9% | +90.7% | +65.7% |
| All | +54.2% | -29.2% | +83.5% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling