+55.6%
RGTI vs IBB
+17.1%
+38.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | +1.4% |
| 7D | -0.1% | -5.2% | +5.1% | +7.5% |
| 30D | -16.2% | +1.5% | -17.6% | -18.9% |
| 3M | -22.0% | +22.1% | -44.2% | -42.9% |
| 6M | -10.8% | +17.7% | -28.5% | -30.5% |
| YTD | -31.6% | +20.2% | -51.7% | -48.0% |
| 1Y | -6.4% | +44.4% | -50.8% | -45.1% |
| 3Y | +665.7% | +61.1% | +604.6% | +327.1% |
| 5Y | +55.6% | +18.5% | +37.1% | -12.0% |
| All | +55.6% | +17.1% | +38.5% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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