-8.5%
RGTI vs UUUU
+3.5%
-12.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +4.0% |
| 7D | +0.5% | -10.5% | +11.0% | +7.7% |
| 30D | -17.1% | -10.5% | -6.6% | -11.1% |
| 3M | -26.0% | -14.1% | -11.9% | -18.1% |
| 6M | -9.9% | -35.5% | +25.6% | +17.7% |
| YTD | -31.1% | -10.9% | -20.1% | -28.4% |
| 1Y | -8.5% | +3.4% | -11.9% | +2.4% |
| All | -8.5% | +3.5% | -12.0% | +2.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling