+0.5%
RGTI vs TRU
-7.3%
+7.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.9% | +6.1% | +0.9% |
| 7D | -2.5% | -6.8% | +4.3% | -1.6% |
| 30D | -9.4% | 0.0% | -9.5% | -9.6% |
| 3M | -37.1% | +13.3% | -50.4% | -39.8% |
| 6M | -14.4% | +3.4% | -17.8% | -16.9% |
| YTD | -31.4% | -6.4% | -25.0% | -34.4% |
| 1Y | +0.5% | -9.7% | +10.2% | -9.2% |
| All | +0.5% | -7.3% | +7.8% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1y: compounded portfolio wealth divided by compounded TRU 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…
1y analysis · Full analysis span regression · 6 months rolling