+0.5%
RGTI vs SYY
+1.0%
-0.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.3% |
| 7D | -2.5% | -2.3% | -0.2% | -2.1% |
| 30D | -9.4% | -4.9% | -4.5% | -8.7% |
| 3M | -37.1% | +8.4% | -45.5% | -39.1% |
| 6M | -14.4% | -7.4% | -7.1% | -14.3% |
| YTD | -31.4% | +11.0% | -42.4% | -33.2% |
| 1Y | +0.5% | -0.2% | +0.8% | +15.9% |
| All | +0.5% | +1.0% | -0.4% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 1y: compounded portfolio wealth divided by compounded SYY 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…
1y analysis · Full analysis span regression · 6 months rolling