-73.6%
RGTI vs SCHG
+0.2%
-73.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | -5.5% | -6.6% | +3.8% |
| 7D | -18.3% | -6.8% | -11.5% | +0.7% |
| 30D | -35.1% | -11.2% | -23.9% | -7.0% |
| 3M | -41.3% | -7.4% | -33.9% | -25.7% |
| 6M | -46.1% | -1.0% | -45.1% | -41.7% |
| YTD | -55.5% | +0.9% | -56.4% | -54.0% |
| 1Y | -73.6% | -0.2% | -73.4% | -71.5% |
| All | -73.6% | +0.2% | -73.7% | -71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 SCHG 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