+56.8%
RGTI vs WU
-51.3%
+108.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.5% |
| 7D | +0.5% | -3.5% | +3.9% | +1.6% |
| 30D | -17.1% | -2.9% | -14.2% | -16.4% |
| 3M | -26.0% | -2.3% | -23.7% | -27.4% |
| 6M | -9.9% | -25.4% | +15.5% | -1.5% |
| YTD | -31.1% | -21.2% | -9.9% | -26.5% |
| 1Y | -8.5% | -8.9% | +0.4% | -9.3% |
| 3Y | +652.2% | -29.0% | +681.2% | +714.9% |
| All | +56.8% | -51.3% | +108.1% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling