+652.2%
RGTI vs MDY
+48.5%
+603.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -1.3% |
| 7D | +0.5% | -1.9% | +2.3% | +5.3% |
| 30D | -17.1% | -4.6% | -12.5% | -6.0% |
| 3M | -26.0% | -1.2% | -24.8% | -22.3% |
| 6M | -9.9% | +9.2% | -19.1% | -24.4% |
| YTD | -31.1% | +13.1% | -44.1% | -46.3% |
| 1Y | -8.5% | +13.0% | -21.5% | -27.7% |
| 3Y | +652.2% | +49.2% | +603.0% | +231.6% |
| All | +652.2% | +48.5% | +603.8% | +231.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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