+625.7%
RGTI vs USAR
+68.6%
+557.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.4% | -0.2% | -2.6% |
| 7D | +2.5% | -4.4% | +6.9% | +3.9% |
| 30D | -13.7% | -10.4% | -3.3% | -10.6% |
| 3M | -22.6% | -18.4% | -4.2% | -17.3% |
| 6M | -13.4% | -8.8% | -4.6% | -9.6% |
| YTD | -31.2% | +43.4% | -74.6% | -36.1% |
| 1Y | -7.6% | +21.0% | -28.6% | -7.2% |
| 3Y | +669.7% | +67.7% | +601.9% | +786.6% |
| All | +625.7% | +68.6% | +557.1% | +1,049.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling