+56.8%
RGTI vs PSLV
+154.2%
-97.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | +0.5% | -3.5% | +3.9% | +1.9% |
| 30D | -17.1% | -2.1% | -15.0% | -16.4% |
| 3M | -26.0% | -1.6% | -24.3% | -25.6% |
| 6M | -9.9% | -25.5% | +15.6% | +1.8% |
| YTD | -31.1% | -11.4% | -19.6% | -30.5% |
| 1Y | -8.5% | +48.6% | -57.1% | -30.1% |
| 3Y | +652.2% | +166.9% | +485.3% | +318.6% |
| All | +56.8% | +154.2% | -97.5% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 5y: compounded portfolio wealth divided by compounded PSLV 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…
5y analysis · Full analysis span regression · 6 months rolling