+652.2%
RGTI vs WPM
+267.3%
+384.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.4% | -0.4% |
| 7D | +0.5% | -0.6% | +1.0% | +0.7% |
| 30D | -17.1% | +14.4% | -31.5% | -23.4% |
| 3M | -26.0% | +37.0% | -63.0% | -38.4% |
| 6M | -9.9% | +4.1% | -14.0% | -13.1% |
| YTD | -31.1% | +31.7% | -62.8% | -39.4% |
| 1Y | -8.5% | +44.2% | -52.7% | -23.1% |
| 3Y | +652.2% | +265.5% | +386.7% | +291.0% |
| All | +652.2% | +267.3% | +384.9% | +291.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 3y: compounded portfolio wealth divided by compounded WPM 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…
3y analysis · Full analysis span regression · 6 months rolling