+54.2%
RGTI vs RMD
+10.0%
+44.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.0% |
| 7D | +0.5% | -4.4% | +4.9% | +2.3% |
| 30D | -17.1% | -3.1% | -14.0% | -16.1% |
| 3M | -26.0% | +13.8% | -39.8% | -31.4% |
| 6M | -9.9% | -8.6% | -1.3% | -7.3% |
| YTD | -31.1% | -8.6% | -22.4% | -29.2% |
| 1Y | -8.5% | -19.7% | +11.2% | 0.0% |
| 3Y | +652.2% | +48.4% | +603.8% | +520.9% |
| 5Y | +56.8% | -22.7% | +79.5% | +50.1% |
| All | +54.2% | +10.0% | +44.2% | +47.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling