+54.2%
RGTI vs TE
-53.8%
+108.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | +0.1% | +0.5% |
| 7D | +0.5% | +0.2% | +0.2% | +0.3% |
| 30D | -17.1% | -5.9% | -11.2% | -15.8% |
| 3M | -26.0% | -45.6% | +19.6% | -13.1% |
| 6M | -9.9% | -43.4% | +33.5% | -2.5% |
| YTD | -31.1% | -31.0% | -0.1% | -30.8% |
| 1Y | -8.5% | +145.2% | -153.7% | -41.9% |
| 3Y | +652.2% | -24.1% | +676.3% | +458.9% |
| 5Y | +56.8% | -48.1% | +104.9% | +30.9% |
| All | +54.2% | -53.8% | +108.1% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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