-73.6%
RGTI vs ULTA
+25.8%
-99.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | -1.6% | -10.5% | -11.7% |
| 7D | -18.3% | +0.2% | -18.6% | -18.3% |
| 30D | -35.1% | +18.7% | -53.8% | -38.1% |
| 3M | -41.3% | +20.5% | -61.8% | -44.2% |
| 6M | -46.1% | +22.0% | -68.1% | -48.7% |
| YTD | -55.5% | +7.4% | -62.9% | -56.1% |
| 1Y | -73.6% | +24.5% | -98.1% | -71.6% |
| All | -73.6% | +25.8% | -99.4% | -71.6% |
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