+54.2%
RGTI vs PWR
+585.2%
-531.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.1% | -4.4% | -3.3% |
| 7D | +0.5% | +4.2% | -3.7% | -2.8% |
| 30D | -17.1% | -4.0% | -13.1% | -14.8% |
| 3M | -26.0% | -4.8% | -21.2% | -23.5% |
| 6M | -9.9% | +14.6% | -24.5% | -19.2% |
| YTD | -31.1% | +54.2% | -85.3% | -51.3% |
| 1Y | -8.5% | +67.1% | -75.6% | -38.1% |
| 3Y | +652.2% | +218.5% | +433.8% | +226.1% |
| 5Y | +56.8% | +466.3% | -409.5% | -47.5% |
| All | +54.2% | +585.2% | -531.0% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 10y: compounded portfolio wealth divided by compounded PWR 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…
10y analysis · Full analysis span regression · 6 months rolling