-2.8%
RGTI vs SUI
-11.9%
+9.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.9% | -7.8% | -7.3% |
| 7D | -18.1% | -1.5% | -16.6% | -17.6% |
| 30D | -17.6% | +3.7% | -21.4% | -19.6% |
| 3M | -48.3% | -0.4% | -47.9% | -48.8% |
| 6M | -47.8% | -2.8% | -45.0% | -48.1% |
| YTD | -56.6% | -1.6% | -55.0% | -57.1% |
| 1Y | -61.8% | -2.1% | -59.8% | -62.2% |
| 3Y | +807.5% | +18.5% | +789.1% | +661.1% |
| 5Y | -8.8% | -26.5% | +17.7% | -7.0% |
| All | -2.8% | -11.9% | +9.1% | -1.8% |
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