+547.0%
RGTI vs MSFU
+73.2%
+473.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.1% |
| 7D | +0.5% | -1.8% | +2.3% | +1.4% |
| 30D | -17.1% | +0.5% | -17.6% | -17.9% |
| 3M | -26.0% | +51.9% | -77.8% | -44.4% |
| 6M | -9.9% | +35.0% | -44.8% | -29.3% |
| YTD | -31.1% | -9.0% | -22.0% | -31.8% |
| 1Y | -8.5% | -18.8% | +10.3% | -4.0% |
| 3Y | +652.2% | +25.5% | +626.7% | +444.7% |
| All | +547.0% | +73.2% | +473.9% | +306.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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