+652.2%
RGTI vs WY
-24.8%
+677.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.5% |
| 7D | +0.5% | -4.2% | +4.6% | +2.9% |
| 30D | -17.1% | -10.1% | -7.0% | -12.1% |
| 3M | -26.0% | -8.5% | -17.5% | -23.5% |
| 6M | -9.9% | -3.3% | -6.5% | -10.7% |
| YTD | -31.1% | -4.4% | -26.7% | -32.1% |
| 1Y | -8.5% | -11.5% | +3.0% | -4.6% |
| 3Y | +652.2% | -24.3% | +676.5% | +764.2% |
| All | +652.2% | -24.8% | +677.0% | +764.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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