+652.2%
RGTI vs SYY
+29.1%
+623.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.3% |
| 7D | +0.5% | +3.9% | -3.5% | -1.2% |
| 30D | -17.1% | -1.7% | -15.4% | -16.5% |
| 3M | -26.0% | +5.2% | -31.2% | -28.2% |
| 6M | -9.9% | -0.2% | -9.7% | -10.9% |
| YTD | -31.1% | +15.4% | -46.4% | -37.5% |
| 1Y | -8.5% | +5.6% | -14.1% | -12.2% |
| 3Y | +652.2% | +28.9% | +623.3% | +473.7% |
| All | +652.2% | +29.1% | +623.1% | +473.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling