-63.5%
RGTI vs USB
+31.5%
-95.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.4% | -6.6% | -6.7% |
| 7D | +4.9% | +1.2% | +3.7% | +4.0% |
| 30D | -19.2% | +6.3% | -25.5% | -22.8% |
| 3M | -43.9% | -6.1% | -37.8% | -41.1% |
| 6M | -45.8% | +13.0% | -58.8% | -52.6% |
| YTD | -53.4% | +16.6% | -69.9% | -60.6% |
| 1Y | -63.5% | +31.1% | -94.6% | -72.0% |
| All | -63.5% | +31.5% | -95.0% | -72.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling