+53.1%
RGTI vs WCN
+41.5%
+11.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.4% |
| 7D | -0.1% | -4.4% | +4.3% | +0.5% |
| 30D | -16.2% | -4.4% | -11.8% | -15.6% |
| 3M | -22.0% | +0.5% | -22.5% | -23.0% |
| 6M | -10.8% | -3.3% | -7.5% | -11.1% |
| YTD | -31.6% | -8.5% | -23.1% | -30.3% |
| 1Y | -6.4% | -8.9% | +2.6% | -5.2% |
| 3Y | +665.7% | +18.0% | +647.6% | +516.1% |
| 5Y | +55.6% | +25.0% | +30.6% | +20.1% |
| All | +53.1% | +41.5% | +11.6% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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