-68.1%
RGTI vs XYZ
+19.9%
-88.0%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +15.3% | -14.2% | -7.5% |
| 7D | -9.6% | +16.5% | -26.1% | -17.9% |
| 30D | -26.0% | +15.0% | -41.0% | -32.1% |
| 3M | -35.8% | +3.5% | -39.3% | -37.5% |
| 6M | -36.7% | +21.9% | -58.5% | -44.3% |
| YTD | -49.4% | +34.6% | -84.0% | -58.1% |
| 1Y | -68.1% | +20.7% | -88.9% | -72.6% |
| All | -68.1% | +19.9% | -88.0% | -72.6% |
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