+54.2%
RGTI vs WCC
+326.2%
-271.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | -1.9% |
| 7D | +0.5% | +1.5% | -1.1% | -0.7% |
| 30D | -17.1% | -2.1% | -15.0% | -15.7% |
| 3M | -26.0% | +3.8% | -29.8% | -27.7% |
| 6M | -9.9% | +35.0% | -44.8% | -25.8% |
| YTD | -31.1% | +46.4% | -77.4% | -46.3% |
| 1Y | -8.5% | +63.0% | -71.5% | -33.8% |
| 3Y | +652.2% | +133.9% | +518.3% | +324.7% |
| 5Y | +56.8% | +226.5% | -169.8% | -18.3% |
| All | +54.2% | +326.2% | -271.9% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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