+1,626.7%
RGTI vs TLN
+571.8%
+1,054.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | +0.9% |
| 7D | -0.1% | +2.0% | -2.1% | -1.3% |
| 30D | -16.2% | -12.9% | -3.2% | -9.5% |
| 3M | -22.0% | -7.4% | -14.6% | -19.4% |
| 6M | -10.8% | -6.0% | -4.7% | -7.4% |
| YTD | -31.6% | -16.9% | -14.7% | -26.1% |
| 1Y | -6.4% | -22.6% | +16.3% | +6.0% |
| 3Y | +665.7% | +469.0% | +196.6% | +265.5% |
| All | +1,626.7% | +571.8% | +1,054.9% | +538.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TLN.
Daily Out/Under-Performance
Portfolio return minus TLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLN 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 TLN 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