-41.5%
RGTI vs USB
+7.8%
-49.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.3% | -0.5% | +19.8% | +19.5% |
| 7D | +4.4% | 0.0% | +4.4% | +4.7% |
| 30D | -19.5% | +5.8% | -25.3% | -21.0% |
| 3M | -28.9% | -6.0% | -23.0% | -27.8% |
| 6M | -41.5% | +7.8% | -49.3% | -43.1% |
| All | -41.5% | +7.8% | -49.3% | -43.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling