+53.9%
RGTI vs MUB
+2.2%
+51.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -1.9% |
| 7D | +2.5% | -0.7% | +3.2% | +5.0% |
| 30D | -13.7% | -2.0% | -11.7% | -7.6% |
| 3M | -22.6% | -2.5% | -20.1% | -15.3% |
| 6M | -13.4% | -2.3% | -11.1% | -5.3% |
| YTD | -31.2% | -1.3% | -29.9% | -27.3% |
| 1Y | -7.6% | +1.1% | -8.8% | -9.8% |
| 3Y | +669.7% | +8.2% | +661.5% | +505.4% |
| 5Y | +57.0% | +1.5% | +55.6% | +44.0% |
| All | +53.9% | +2.2% | +51.7% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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