+54.2%
RGTI vs WWD
+184.6%
-130.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.6% | -0.2% |
| 7D | +0.5% | -2.6% | +3.0% | +2.2% |
| 30D | -17.1% | -6.9% | -10.2% | -12.7% |
| 3M | -26.0% | -13.0% | -12.9% | -19.2% |
| 6M | -9.9% | -12.5% | +2.6% | -3.2% |
| YTD | -31.1% | +11.8% | -42.9% | -38.9% |
| 1Y | -8.5% | +41.1% | -49.6% | -32.2% |
| 3Y | +652.2% | +163.1% | +489.2% | +262.8% |
| 5Y | +56.8% | +187.6% | -130.9% | -32.0% |
| All | +54.2% | +184.6% | -130.3% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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