+56.8%
RGTI vs TECH
-43.3%
+100.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.7% |
| 7D | +0.5% | -0.4% | +0.9% | +0.7% |
| 30D | -17.1% | 0.0% | -17.1% | -17.1% |
| 3M | -26.0% | +33.7% | -59.6% | -37.8% |
| 6M | -9.9% | +34.9% | -44.8% | -27.0% |
| YTD | -31.1% | +23.2% | -54.2% | -41.1% |
| 1Y | -8.5% | +36.3% | -44.8% | -27.8% |
| 3Y | +652.2% | +2.3% | +649.9% | +597.3% |
| All | +56.8% | -43.3% | +100.1% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 5y: compounded portfolio wealth divided by compounded TECH 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…
5y analysis · Full analysis span regression · 6 months rolling