+652.2%
RGTI vs IEFA
+65.7%
+586.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | -1.9% |
| 7D | +0.5% | -1.6% | +2.0% | +4.5% |
| 30D | -17.1% | -1.5% | -15.6% | -13.5% |
| 3M | -26.0% | +3.4% | -29.4% | -30.9% |
| 6M | -9.9% | +9.5% | -19.3% | -25.3% |
| YTD | -31.1% | +13.0% | -44.1% | -47.2% |
| 1Y | -8.5% | +18.0% | -26.5% | -37.5% |
| 3Y | +652.2% | +65.4% | +586.9% | +86.7% |
| All | +652.2% | +65.7% | +586.5% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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