+59.7%
RGTI vs IBB
+36.1%
+23.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.2% | +6.2% | +6.9% |
| 7D | +5.5% | -1.7% | +7.1% | +7.6% |
| 30D | -11.9% | +4.9% | -16.7% | -18.3% |
| 3M | -27.4% | +24.2% | -51.6% | -47.1% |
| 6M | -7.1% | +23.8% | -30.9% | -31.3% |
| YTD | -28.6% | +23.0% | -51.6% | -46.4% |
| 1Y | +4.4% | +46.2% | -41.8% | -37.5% |
| 3Y | +698.5% | +64.8% | +633.7% | +351.7% |
| 5Y | +64.2% | +20.9% | +43.3% | -7.3% |
| All | +59.7% | +36.1% | +23.6% | -9.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling