+0.5%
RGTI vs ULTA
+6.6%
-6.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.1% | -0.2% |
| 7D | -2.5% | +9.0% | -11.5% | -4.6% |
| 30D | -9.4% | +4.6% | -14.0% | -10.3% |
| 3M | -37.1% | +22.0% | -59.1% | -40.4% |
| 6M | -14.4% | -14.7% | +0.3% | -13.9% |
| YTD | -31.4% | -6.8% | -24.6% | -29.2% |
| 1Y | +0.5% | +6.5% | -6.0% | +11.7% |
| All | +0.5% | +6.6% | -6.1% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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