+54.2%
RGTI vs MP
+71.8%
-17.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.5% |
| 7D | +0.5% | -7.4% | +7.8% | +4.1% |
| 30D | -17.1% | -6.7% | -10.4% | -14.1% |
| 3M | -26.0% | -11.7% | -14.3% | -20.9% |
| 6M | -9.9% | -18.9% | +9.0% | +1.1% |
| YTD | -31.1% | 0.0% | -31.0% | -28.2% |
| 1Y | -8.5% | -19.9% | +11.4% | +5.2% |
| 3Y | +652.2% | +133.4% | +518.8% | +386.9% |
| 5Y | +56.8% | +48.1% | +8.7% | +19.5% |
| All | +54.2% | +71.8% | -17.6% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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