+53.1%
RGTI vs MDY
+44.5%
+8.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +1.3% |
| 7D | -0.1% | -2.5% | +2.4% | +4.8% |
| 30D | -16.2% | -5.0% | -11.1% | -7.1% |
| 3M | -22.0% | +0.5% | -22.5% | -21.4% |
| 6M | -10.8% | +8.0% | -18.8% | -19.6% |
| YTD | -31.6% | +12.2% | -43.7% | -41.8% |
| 1Y | -6.4% | +14.0% | -20.4% | -21.6% |
| 3Y | +665.7% | +48.2% | +617.5% | +376.2% |
| 5Y | +55.6% | +46.1% | +9.6% | -0.7% |
| All | +53.1% | +44.5% | +8.6% | -2.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling