+53.1%
RGTI vs WPM
+271.3%
-218.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.7% | +3.2% | +1.1% |
| 7D | -0.1% | -3.6% | +3.5% | +1.4% |
| 30D | -16.2% | +12.5% | -28.7% | -20.7% |
| 3M | -22.0% | +40.6% | -62.6% | -33.2% |
| 6M | -10.8% | +0.5% | -11.3% | -12.0% |
| YTD | -31.6% | +29.0% | -60.6% | -37.7% |
| 1Y | -6.4% | +43.8% | -50.2% | -18.2% |
| 3Y | +665.7% | +266.3% | +399.4% | +385.8% |
| 5Y | +55.6% | +255.1% | -199.5% | -6.0% |
| All | +53.1% | +271.3% | -218.2% | -7.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling