+54.2%
RGTI vs SSNC
+21.1%
+33.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.8% |
| 7D | +0.5% | -4.0% | +4.5% | +3.9% |
| 30D | -17.1% | +0.5% | -17.6% | -17.9% |
| 3M | -26.0% | +18.9% | -44.9% | -39.2% |
| 6M | -9.9% | +10.8% | -20.7% | -21.1% |
| YTD | -31.1% | -7.1% | -23.9% | -27.9% |
| 1Y | -8.5% | -9.6% | +1.1% | -2.5% |
| 3Y | +652.2% | +51.1% | +601.2% | +412.4% |
| 5Y | +56.8% | +19.7% | +37.1% | +18.0% |
| All | +54.2% | +21.1% | +33.2% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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