-69.9%
RGTI vs NVS
+36.5%
-106.5%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.6% | -2.5% | +1.2% |
| 7D | -9.6% | +5.7% | -15.3% | -9.6% |
| 30D | -26.0% | +17.1% | -43.1% | -25.8% |
| 3M | -35.8% | +7.6% | -43.4% | -35.8% |
| 6M | -36.7% | +14.1% | -50.7% | -38.1% |
| YTD | -49.4% | +23.3% | -72.7% | -49.7% |
| All | -69.9% | +36.5% | -106.5% | -69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 1y: compounded portfolio wealth divided by compounded NVS 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…
1y analysis · Full analysis span regression · 6 months rolling