+53.1%
RGTI vs UUUU
+141.2%
-88.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.3% | +5.8% | +2.3% |
| 7D | -0.1% | -5.0% | +4.9% | +2.1% |
| 30D | -16.2% | -7.8% | -8.4% | -13.1% |
| 3M | -22.0% | -0.4% | -21.6% | -21.0% |
| 6M | -10.8% | -32.9% | +22.1% | +7.5% |
| YTD | -31.6% | -6.3% | -25.3% | -29.2% |
| 1Y | -6.4% | +7.9% | -14.3% | -8.6% |
| 3Y | +665.7% | +85.2% | +580.5% | +463.6% |
| 5Y | +55.6% | +97.0% | -41.3% | +13.4% |
| All | +53.1% | +141.2% | -88.1% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling