+652.2%
RGTI vs SIMO
+482.9%
+169.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +7.2% | -6.5% | -2.8% |
| 7D | +0.5% | +11.0% | -10.6% | -4.8% |
| 30D | -17.1% | +17.9% | -35.0% | -24.4% |
| 3M | -26.0% | +3.9% | -29.9% | -30.4% |
| 6M | -9.9% | +131.0% | -140.9% | -50.0% |
| YTD | -31.1% | +209.3% | -240.4% | -72.1% |
| 1Y | -8.5% | +223.8% | -232.3% | -64.7% |
| 3Y | +652.2% | +479.2% | +173.0% | +33.9% |
| All | +652.2% | +482.9% | +169.4% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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