+621.9%
RGTI vs USAR
+58.5%
+563.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.0% | +5.5% | +1.3% |
| 7D | -0.1% | -9.3% | +9.2% | +2.8% |
| 30D | -16.2% | -15.2% | -1.0% | -11.8% |
| 3M | -22.0% | -21.1% | -0.9% | -15.8% |
| 6M | -10.8% | -21.6% | +10.8% | -3.0% |
| YTD | -31.6% | +34.8% | -66.3% | -35.3% |
| 1Y | -6.4% | +15.6% | -22.0% | -4.4% |
| 3Y | +665.7% | +57.7% | +607.9% | +798.0% |
| All | +621.9% | +58.5% | +563.4% | +1,064.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 5y: compounded portfolio wealth divided by compounded USAR 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…
5y analysis · Full analysis span regression · 6 months rolling