+59.7%
RGTI vs PCG
+34.0%
+25.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.6% | +0.4% | +2.6% |
| 7D | +5.5% | +5.4% | +0.1% | +3.3% |
| 30D | -11.9% | -15.1% | +3.2% | -7.5% |
| 3M | -27.4% | -9.8% | -17.5% | -26.2% |
| 6M | -7.1% | -18.0% | +11.0% | -1.8% |
| YTD | -28.6% | -7.2% | -21.4% | -29.4% |
| 1Y | +4.4% | +2.9% | +1.5% | -2.9% |
| 3Y | +698.5% | -11.1% | +709.6% | +711.6% |
| 5Y | +64.2% | +61.8% | +2.4% | +39.6% |
| All | +59.7% | +34.0% | +25.7% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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