+54.2%
RGTI vs WELL
+252.2%
-198.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.7% |
| 7D | +0.5% | -0.2% | +0.7% | +0.5% |
| 30D | -17.1% | +2.3% | -19.4% | -17.6% |
| 3M | -26.0% | +12.3% | -38.2% | -29.0% |
| 6M | -9.9% | +15.6% | -25.4% | -14.9% |
| YTD | -31.1% | +28.3% | -59.4% | -37.6% |
| 1Y | -8.5% | +41.9% | -50.4% | -20.7% |
| 3Y | +652.2% | +198.3% | +453.9% | +326.0% |
| 5Y | +56.8% | +206.4% | -149.6% | -17.5% |
| All | +54.2% | +252.2% | -198.0% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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