+30.0%
SOXX vs RGTI
-72.9%
+102.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | -12.1% | 0.0% | -8.9% |
| 7D | -23.0% | -18.3% | -4.7% | -18.6% |
| 30D | -32.9% | -35.1% | +2.2% | -25.1% |
| 3M | -25.4% | -41.3% | +15.9% | -15.1% |
| 6M | -17.9% | -46.1% | +28.2% | -6.0% |
| YTD | +31.6% | -55.5% | +87.2% | +50.6% |
| 1Y | +30.0% | -73.6% | +103.5% | +58.6% |
| All | +30.0% | -72.9% | +102.8% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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