+652.2%
RGTI vs PBR
+99.7%
+552.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.6% | +1.1% |
| 7D | +0.5% | +5.4% | -4.9% | -1.9% |
| 30D | -17.1% | +22.9% | -40.0% | -25.0% |
| 3M | -26.0% | +19.6% | -45.6% | -33.0% |
| 6M | -9.9% | +16.5% | -26.3% | -19.4% |
| YTD | -31.1% | +86.7% | -117.7% | -55.2% |
| 1Y | -8.5% | +74.7% | -83.2% | -38.0% |
| 3Y | +652.2% | +102.6% | +549.6% | +318.4% |
| All | +652.2% | +99.7% | +552.5% | +318.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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