-68.1%
RGTI vs XHB
+5.8%
-73.9%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.4% | -4.3% | -1.9% |
| 7D | -9.6% | +9.7% | -19.3% | -14.7% |
| 30D | -26.0% | +11.7% | -37.7% | -31.0% |
| 3M | -35.8% | -1.4% | -34.4% | -35.5% |
| 6M | -36.7% | +6.8% | -43.4% | -39.6% |
| YTD | -49.4% | +5.5% | -54.9% | -52.6% |
| 1Y | -68.1% | +5.1% | -73.3% | -71.2% |
| All | -68.1% | +5.8% | -73.9% | -71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 1y: compounded portfolio wealth divided by compounded XHB 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…
1y analysis · Full analysis span regression · 6 months rolling