+54.2%
RGTI vs NVT
+489.3%
-435.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | -3.0% |
| 7D | +0.5% | +4.1% | -3.6% | -2.8% |
| 30D | -17.1% | -5.1% | -12.0% | -14.0% |
| 3M | -26.0% | -1.2% | -24.8% | -26.1% |
| 6M | -9.9% | +46.6% | -56.4% | -35.3% |
| YTD | -31.1% | +60.0% | -91.1% | -54.3% |
| 1Y | -8.5% | +70.8% | -79.3% | -41.9% |
| 3Y | +652.2% | +187.5% | +464.7% | +202.2% |
| 5Y | +56.8% | +426.1% | -369.4% | -52.8% |
| All | +54.2% | +489.3% | -435.1% | -53.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling