-68.1%
RGTI vs IWD
+33.0%
-101.2%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | -6.8% |
| 7D | -9.6% | +2.5% | -12.1% | -16.6% |
| 30D | -26.0% | +6.0% | -32.0% | -38.6% |
| 3M | -35.8% | +3.8% | -39.5% | -43.0% |
| 6M | -36.7% | +16.3% | -53.0% | -61.9% |
| YTD | -49.4% | +27.5% | -76.9% | -76.9% |
| 1Y | -68.1% | +32.8% | -100.9% | -87.7% |
| All | -68.1% | +33.0% | -101.2% | -87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling