+652.2%
RGTI vs NVT
+190.9%
+461.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | -3.3% |
| 7D | +0.5% | +4.1% | -3.6% | -3.0% |
| 30D | -17.1% | -5.1% | -12.0% | -13.8% |
| 3M | -26.0% | -1.2% | -24.8% | -26.3% |
| 6M | -9.9% | +46.6% | -56.4% | -37.2% |
| YTD | -31.1% | +60.0% | -91.1% | -56.0% |
| 1Y | -8.5% | +70.8% | -79.3% | -44.4% |
| 3Y | +652.2% | +187.5% | +464.7% | +161.6% |
| All | +652.2% | +190.9% | +461.3% | +161.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 3y: compounded portfolio wealth divided by compounded NVT 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…
3y analysis · Full analysis span regression · 6 months rolling