+652.2%
RGTI vs XHB
+23.1%
+629.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | -0.9% |
| 7D | +0.5% | -4.6% | +5.1% | +5.2% |
| 30D | -17.1% | -9.1% | -8.0% | -8.7% |
| 3M | -26.0% | -8.6% | -17.4% | -19.9% |
| 6M | -9.9% | -4.0% | -5.8% | -7.5% |
| YTD | -31.1% | -3.9% | -27.1% | -30.7% |
| 1Y | -8.5% | -16.5% | +8.0% | +6.6% |
| 3Y | +652.2% | +22.6% | +629.6% | +425.7% |
| All | +652.2% | +23.1% | +629.2% | +425.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling