+54.2%
RGTI vs MOS
-14.0%
+68.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.6% | +1.0% |
| 7D | +0.5% | -1.7% | +2.2% | +1.1% |
| 30D | -17.1% | +12.4% | -29.5% | -20.4% |
| 3M | -26.0% | +20.5% | -46.4% | -30.9% |
| 6M | -9.9% | -12.0% | +2.1% | -7.5% |
| YTD | -31.1% | +7.4% | -38.5% | -34.1% |
| 1Y | -8.5% | -22.5% | +14.0% | -2.7% |
| 3Y | +652.2% | -25.5% | +677.7% | +679.2% |
| 5Y | +56.8% | -10.1% | +66.9% | +79.4% |
| All | +54.2% | -14.0% | +68.3% | +75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 10y: compounded portfolio wealth divided by compounded MOS 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…
10y analysis · Full analysis span regression · 6 months rolling