+54.2%
RGTI vs TNA
-26.6%
+80.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | 0.0% |
| 7D | +0.5% | -7.3% | +7.7% | +5.6% |
| 30D | -17.1% | -14.2% | -2.9% | -8.0% |
| 3M | -26.0% | -4.6% | -21.4% | -22.7% |
| 6M | -9.9% | +36.9% | -46.8% | -24.3% |
| YTD | -31.1% | +42.5% | -73.6% | -43.0% |
| 1Y | -8.5% | +45.8% | -54.3% | -24.3% |
| 3Y | +652.2% | +104.7% | +547.6% | +419.4% |
| 5Y | +56.8% | -21.7% | +78.5% | +26.8% |
| All | +54.2% | -26.6% | +80.8% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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