+54.2%
RGTI vs TRI
+17.5%
+36.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | 0.0% |
| 7D | +0.5% | -7.9% | +8.3% | +3.6% |
| 30D | -17.1% | -4.5% | -12.6% | -16.4% |
| 3M | -26.0% | +22.1% | -48.1% | -36.1% |
| 6M | -9.9% | -2.8% | -7.1% | -12.7% |
| YTD | -31.1% | -23.4% | -7.6% | -21.1% |
| 1Y | -8.5% | -41.5% | +33.0% | +30.2% |
| 3Y | +652.2% | -19.2% | +671.4% | +665.8% |
| 5Y | +56.8% | -9.4% | +66.2% | +35.8% |
| All | +54.2% | +17.5% | +36.8% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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