+54.2%
RGTI vs UUUU
+129.2%
-75.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +3.0% |
| 7D | +0.5% | -10.5% | +11.0% | +5.4% |
| 30D | -17.1% | -10.5% | -6.6% | -12.9% |
| 3M | -26.0% | -14.1% | -11.9% | -20.0% |
| 6M | -9.9% | -35.5% | +25.6% | +10.5% |
| YTD | -31.1% | -10.9% | -20.1% | -27.1% |
| 1Y | -8.5% | +3.4% | -11.9% | -9.0% |
| 3Y | +652.2% | +73.1% | +579.1% | +468.8% |
| 5Y | +56.8% | +87.1% | -30.4% | +16.8% |
| All | +54.2% | +129.2% | -75.0% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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