+53.1%
RGTI vs MPC
+739.0%
-685.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.2% | +0.1% |
| 7D | -0.1% | +1.2% | -1.3% | -0.5% |
| 30D | -16.2% | +17.0% | -33.2% | -20.6% |
| 3M | -22.0% | +49.5% | -71.5% | -32.3% |
| 6M | -10.8% | +83.5% | -94.3% | -29.1% |
| YTD | -31.6% | +144.1% | -175.7% | -51.2% |
| 1Y | -6.4% | +119.6% | -126.0% | -30.3% |
| 3Y | +665.7% | +168.1% | +497.6% | +410.6% |
| 5Y | +55.6% | +671.3% | -615.7% | -12.7% |
| All | +53.1% | +739.0% | -685.9% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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