+652.2%
RGTI vs SEI
+594.6%
+57.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.1% | -4.4% | -1.6% |
| 7D | +0.5% | +22.6% | -22.1% | -9.4% |
| 30D | -17.1% | +9.1% | -26.2% | -21.4% |
| 3M | -26.0% | -11.3% | -14.6% | -23.4% |
| 6M | -9.9% | +22.0% | -31.9% | -19.6% |
| YTD | -31.1% | +47.3% | -78.3% | -44.3% |
| 1Y | -8.5% | +124.8% | -133.3% | -37.0% |
| 3Y | +652.2% | +591.3% | +60.9% | +199.7% |
| All | +652.2% | +594.6% | +57.6% | +199.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 3y: compounded portfolio wealth divided by compounded SEI 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…
3y analysis · Full analysis span regression · 6 months rolling