+54.2%
RGTI vs SPXU
-89.4%
+143.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | -1.1% |
| 7D | +0.5% | +2.5% | -2.0% | +2.4% |
| 30D | -17.1% | +4.2% | -21.3% | -14.0% |
| 3M | -26.0% | -9.3% | -16.7% | -28.7% |
| 6M | -9.9% | -30.7% | +20.8% | -24.1% |
| YTD | -31.1% | -28.1% | -2.9% | -39.2% |
| 1Y | -8.5% | -35.2% | +26.7% | -22.4% |
| 3Y | +652.2% | -79.9% | +732.2% | +326.9% |
| 5Y | +56.8% | -86.4% | +143.2% | -8.1% |
| All | +54.2% | -89.4% | +143.6% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling