+12.2%
RGTI vs USB
+35.6%
-23.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.1% | -8.5% | -8.5% |
| 7D | -0.9% | -0.5% | -0.4% | -0.2% |
| 30D | -16.2% | +5.7% | -21.9% | -19.5% |
| 3M | -38.6% | -4.7% | -33.9% | -36.3% |
| 6M | -45.8% | +13.4% | -59.2% | -51.2% |
| YTD | -49.8% | +17.0% | -66.8% | -55.7% |
| 1Y | -64.6% | +32.4% | -97.0% | -71.5% |
| 3Y | +1,045.4% | +101.7% | +943.7% | +636.9% |
| 5Y | +6.7% | +24.4% | -17.7% | -25.3% |
| All | +12.2% | +35.6% | -23.4% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling