+646.8%
RGTI vs PFG
+68.8%
+578.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.3% |
| 7D | -0.1% | -3.0% | +2.9% | +2.7% |
| 30D | -16.2% | +2.5% | -18.7% | -18.5% |
| 3M | -22.0% | +6.1% | -28.1% | -27.4% |
| 6M | -10.8% | +31.3% | -42.1% | -33.6% |
| YTD | -31.6% | +33.6% | -65.1% | -50.2% |
| 1Y | -6.4% | +48.5% | -54.9% | -39.1% |
| All | +646.8% | +68.8% | +578.0% | +278.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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