-68.1%
RGTI vs RMD
-1.9%
-66.3%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.9% | -4.8% | +1.1% |
| 7D | -9.6% | -3.9% | -5.7% | -9.5% |
| 30D | -26.0% | +7.9% | -33.9% | -25.5% |
| 3M | -35.8% | +8.1% | -43.9% | -35.1% |
| 6M | -36.7% | +15.5% | -52.2% | -34.4% |
| YTD | -49.4% | +0.7% | -50.1% | -41.5% |
| 1Y | -68.1% | -1.4% | -66.8% | -63.8% |
| All | -68.1% | -1.9% | -66.3% | -63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling