+53.5%
RGTI vs SUI
-12.1%
+65.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.3% |
| 7D | -2.5% | -2.8% | +0.3% | -1.2% |
| 30D | -9.4% | -1.2% | -8.2% | -9.0% |
| 3M | -37.1% | -1.7% | -35.3% | -37.7% |
| 6M | -14.4% | -10.5% | -3.9% | -10.5% |
| YTD | -31.4% | -1.8% | -29.5% | -31.5% |
| 1Y | +0.5% | -4.1% | +4.6% | +1.3% |
| 3Y | +726.1% | +11.3% | +714.8% | +626.1% |
| 5Y | +56.2% | -32.1% | +88.3% | +60.8% |
| All | +53.5% | -12.1% | +65.7% | +56.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling