+54.2%
RGTI vs SU
+315.0%
-260.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.9% | +0.8% |
| 7D | +0.5% | +2.2% | -1.8% | -0.4% |
| 30D | -17.1% | +8.4% | -25.5% | -19.6% |
| 3M | -26.0% | +12.1% | -38.1% | -29.7% |
| 6M | -9.9% | +19.7% | -29.5% | -17.8% |
| YTD | -31.1% | +58.4% | -89.5% | -44.3% |
| 1Y | -8.5% | +67.2% | -75.7% | -27.8% |
| 3Y | +652.2% | +125.0% | +527.2% | +417.9% |
| 5Y | +56.8% | +355.1% | -298.3% | +4.3% |
| All | +54.2% | +315.0% | -260.8% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 all: compounded portfolio wealth divided by compounded SU 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…
all analysis · Full analysis span regression · 6 months rolling