+0.5%
RGTI vs XYZ
+9.3%
-8.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.9% | +0.6% |
| 7D | -2.5% | -1.0% | -1.5% | -2.0% |
| 30D | -9.4% | -1.7% | -7.7% | -8.6% |
| 3M | -37.1% | +16.7% | -53.8% | -43.0% |
| 6M | -14.4% | +26.9% | -41.3% | -26.7% |
| YTD | -31.4% | +27.1% | -58.5% | -40.6% |
| 1Y | +0.5% | +9.3% | -8.7% | +3.3% |
| All | +0.5% | +9.3% | -8.8% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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