+53.1%
RGTI vs PSX
+311.1%
-258.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.3% |
| 7D | -0.1% | +1.5% | -1.6% | -0.4% |
| 30D | -16.2% | +15.8% | -32.0% | -18.8% |
| 3M | -22.0% | +43.0% | -65.0% | -28.0% |
| 6M | -10.8% | +61.1% | -71.9% | -20.4% |
| YTD | -31.6% | +104.5% | -136.1% | -42.5% |
| 1Y | -6.4% | +102.5% | -108.9% | -21.3% |
| 3Y | +665.7% | +133.5% | +532.2% | +501.2% |
| 5Y | +55.6% | +367.0% | -311.3% | +12.2% |
| All | +53.1% | +311.1% | -258.0% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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