-62.1%
RGTI vs IRE
-85.3%
+23.2%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.8% | +7.3% | +1.4% |
| 7D | -0.1% | +7.9% | -8.1% | -2.4% |
| 30D | -16.2% | +9.3% | -25.5% | -20.1% |
| 3M | -22.0% | -52.3% | +30.3% | -15.9% |
| 6M | -10.8% | -38.5% | +27.7% | -17.7% |
| YTD | -31.6% | -54.8% | +23.3% | -38.9% |
| All | -62.1% | -85.3% | +23.2% | -61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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