+652.2%
RGTI vs IBN
+27.4%
+624.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.1% | -0.7% |
| 7D | +0.5% | -3.0% | +3.5% | +2.7% |
| 30D | -17.1% | -1.5% | -15.6% | -16.2% |
| 3M | -26.0% | +7.9% | -33.9% | -30.5% |
| 6M | -9.9% | +8.6% | -18.5% | -15.5% |
| YTD | -31.1% | -0.6% | -30.5% | -31.6% |
| 1Y | -8.5% | -7.3% | -1.2% | -4.9% |
| 3Y | +652.2% | +26.2% | +626.0% | +529.7% |
| All | +652.2% | +27.4% | +624.8% | +529.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling