+53.1%
RGTI vs SYY
+15.1%
+38.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.9% |
| 7D | -0.1% | +1.5% | -1.6% | -0.7% |
| 30D | -16.2% | -2.3% | -13.9% | -15.5% |
| 3M | -22.0% | +5.5% | -27.5% | -24.1% |
| 6M | -10.8% | -1.0% | -9.8% | -11.5% |
| YTD | -31.6% | +14.1% | -45.7% | -36.2% |
| 1Y | -6.4% | +5.6% | -11.9% | -9.7% |
| 3Y | +665.7% | +27.9% | +637.8% | +581.3% |
| 5Y | +55.6% | +22.7% | +32.9% | +43.1% |
| All | +53.1% | +15.1% | +38.0% | +40.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling