+54.2%
RGTI vs WTW
+44.3%
+10.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.7% |
| 7D | +0.5% | -5.7% | +6.2% | +2.7% |
| 30D | -17.1% | -7.3% | -9.8% | -14.9% |
| 3M | -26.0% | +21.5% | -47.4% | -32.5% |
| 6M | -9.9% | +9.6% | -19.5% | -14.7% |
| YTD | -31.1% | -3.3% | -27.8% | -30.5% |
| 1Y | -8.5% | -6.1% | -2.4% | -6.3% |
| 3Y | +652.2% | +61.8% | +590.4% | +433.5% |
| 5Y | +56.8% | +42.7% | +14.1% | +21.0% |
| All | +54.2% | +44.3% | +10.0% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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