+56.8%
RGTI vs UUUU
+79.1%
-22.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +3.1% |
| 7D | +0.5% | -10.5% | +11.0% | +5.8% |
| 30D | -17.1% | -10.5% | -6.6% | -12.6% |
| 3M | -26.0% | -14.1% | -11.9% | -19.6% |
| 6M | -9.9% | -35.5% | +25.6% | +12.1% |
| YTD | -31.1% | -10.9% | -20.1% | -27.2% |
| 1Y | -8.5% | +3.4% | -11.9% | -10.1% |
| 3Y | +652.2% | +73.1% | +579.1% | +442.9% |
| All | +56.8% | +79.1% | -22.3% | +11.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling