+52.4%
RGTI vs NVTS
-16.8%
+69.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.3% | -3.6% | -0.8% |
| 7D | +0.5% | -1.4% | +1.9% | +1.0% |
| 30D | -17.1% | -16.5% | -0.6% | -11.7% |
| 3M | -26.0% | -47.6% | +21.7% | -7.4% |
| 6M | -9.9% | +7.3% | -17.1% | -18.5% |
| YTD | -31.1% | +62.9% | -93.9% | -47.5% |
| 1Y | -8.5% | +91.3% | -99.8% | -36.4% |
| 3Y | +652.2% | +43.4% | +608.8% | +364.7% |
| All | +52.4% | -16.8% | +69.2% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 5y: compounded portfolio wealth divided by compounded NVTS 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…
5y analysis · Full analysis span regression · 6 months rolling