+53.9%
RGTI vs PWR
+560.4%
-506.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.9% | -1.7% | -2.1% |
| 7D | +2.5% | +2.7% | -0.2% | +0.5% |
| 30D | -13.7% | -5.1% | -8.5% | -10.3% |
| 3M | -22.6% | -9.4% | -13.2% | -16.8% |
| 6M | -13.4% | +10.4% | -23.8% | -19.9% |
| YTD | -31.2% | +48.6% | -79.8% | -49.8% |
| 1Y | -7.6% | +68.0% | -75.7% | -37.7% |
| 3Y | +669.7% | +204.7% | +465.0% | +245.3% |
| 5Y | +57.0% | +451.9% | -394.9% | -45.8% |
| All | +53.9% | +560.4% | -506.4% | -47.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling