+53.1%
RGTI vs TFC
+14.7%
+38.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.8% |
| 7D | -0.1% | -2.5% | +2.3% | +1.6% |
| 30D | -16.2% | -2.8% | -13.4% | -14.6% |
| 3M | -22.0% | +2.1% | -24.2% | -24.4% |
| 6M | -10.8% | +10.1% | -20.9% | -18.3% |
| YTD | -31.6% | +5.4% | -37.0% | -35.3% |
| 1Y | -6.4% | +16.3% | -22.7% | -17.3% |
| 3Y | +665.7% | +95.9% | +569.8% | +380.2% |
| 5Y | +55.6% | +16.0% | +39.7% | +23.3% |
| All | +53.1% | +14.7% | +38.5% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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