-36.7%
RGTI vs USB
+11.7%
-48.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +2.5% | +7.9% | +9.3% |
| 7D | +21.6% | +0.8% | +20.9% | +21.4% |
| 30D | -7.5% | +6.8% | -14.3% | -9.8% |
| 3M | -27.6% | -3.8% | -23.9% | -27.2% |
| All | -36.7% | +11.7% | -48.5% | -41.3% |
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