+56.8%
RGTI vs RMD
-23.0%
+79.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.0% |
| 7D | +0.5% | -4.4% | +4.9% | +2.4% |
| 30D | -17.1% | -3.1% | -14.0% | -16.1% |
| 3M | -26.0% | +13.8% | -39.8% | -31.8% |
| 6M | -9.9% | -8.6% | -1.3% | -7.1% |
| YTD | -31.1% | -8.6% | -22.4% | -29.1% |
| 1Y | -8.5% | -19.7% | +11.2% | +0.5% |
| 3Y | +652.2% | +48.4% | +603.8% | +508.3% |
| All | +56.8% | -23.0% | +79.8% | +53.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling