+650.7%
RGTI vs TMF
-42.1%
+692.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -2.0% | -3.2% |
| 7D | +2.5% | -0.9% | +3.4% | +2.7% |
| 30D | -13.7% | -1.0% | -12.7% | -13.5% |
| 3M | -22.6% | -11.3% | -11.3% | -20.4% |
| 6M | -13.4% | -22.7% | +9.3% | -8.4% |
| YTD | -31.2% | -17.3% | -13.8% | -28.3% |
| 1Y | -7.6% | -22.5% | +14.8% | -3.3% |
| All | +650.7% | -42.1% | +692.8% | +657.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 3y: compounded portfolio wealth divided by compounded TMF 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…
3y analysis · Full analysis span regression · 6 months rolling