+698.5%
RGTI vs PL
+518.4%
+180.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.7% | +5.7% | +4.9% |
| 7D | +5.5% | -7.5% | +13.0% | +9.1% |
| 30D | -11.9% | -25.6% | +13.7% | +1.8% |
| 3M | -27.4% | -45.6% | +18.2% | -2.7% |
| 6M | -7.1% | -29.5% | +22.5% | +2.4% |
| YTD | -28.6% | -9.7% | -18.9% | -30.6% |
| 1Y | +4.4% | +84.4% | -80.0% | -28.5% |
| 3Y | +698.5% | +550.0% | +148.5% | +116.0% |
| All | +698.5% | +518.4% | +180.1% | +116.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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