+55.6%
RGTI vs IWD
+72.1%
-16.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | +0.1% |
| 7D | -0.1% | -2.3% | +2.2% | +5.2% |
| 30D | -16.2% | -1.8% | -14.4% | -12.9% |
| 3M | -22.0% | +8.0% | -30.1% | -34.7% |
| 6M | -10.8% | +17.0% | -27.7% | -35.8% |
| YTD | -31.6% | +21.3% | -52.8% | -54.0% |
| 1Y | -6.4% | +27.9% | -34.3% | -43.2% |
| 3Y | +665.7% | +70.1% | +595.6% | +191.0% |
| 5Y | +55.6% | +74.2% | -18.5% | -40.2% |
| All | +55.6% | +72.1% | -16.4% | -40.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling