+650.7%
RGTI vs SUI
+10.9%
+639.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.4% | -2.2% | -3.3% |
| 7D | +2.5% | -4.3% | +6.8% | +3.6% |
| 30D | -13.7% | -2.1% | -11.5% | -13.3% |
| 3M | -22.6% | -6.1% | -16.5% | -22.0% |
| 6M | -13.4% | -12.8% | -0.7% | -10.4% |
| YTD | -31.2% | -4.6% | -26.6% | -30.7% |
| 1Y | -7.6% | -7.7% | +0.1% | -6.1% |
| All | +650.7% | +10.9% | +639.8% | +553.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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