+53.1%
RGTI vs RMD
+10.7%
+42.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.4% | -0.5% |
| 7D | -0.1% | -4.2% | +4.1% | +1.6% |
| 30D | -16.2% | -2.1% | -14.1% | -15.6% |
| 3M | -22.0% | +13.8% | -35.8% | -27.8% |
| 6M | -10.8% | -10.6% | -0.2% | -7.2% |
| YTD | -31.6% | -8.1% | -23.5% | -29.9% |
| 1Y | -6.4% | -18.0% | +11.6% | +1.3% |
| 3Y | +665.7% | +52.9% | +612.8% | +524.8% |
| 5Y | +55.6% | -22.3% | +77.9% | +48.7% |
| All | +53.1% | +10.7% | +42.5% | +46.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling