+0.5%
RGTI vs NWSA
+5.5%
-5.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | -0.1% |
| 7D | -2.5% | -1.9% | -0.6% | -2.8% |
| 30D | -9.4% | +4.6% | -14.0% | -8.7% |
| 3M | -37.1% | +13.2% | -50.3% | -36.0% |
| 6M | -14.4% | +27.0% | -41.4% | -14.8% |
| YTD | -31.4% | +16.8% | -48.2% | -30.8% |
| 1Y | +0.5% | +4.5% | -4.0% | +0.8% |
| All | +0.5% | +5.5% | -5.0% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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