-0.3%
SPOT vs RGTI
-69.7%
+69.4%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.1% | +3.5% | +4.5% |
| 7D | +16.6% | -9.6% | +26.2% | +17.5% |
| 30D | +29.9% | -26.0% | +55.9% | +33.4% |
| 3M | +31.3% | -35.8% | +67.0% | +36.2% |
| 6M | +43.2% | -36.7% | +79.9% | +45.5% |
| YTD | +8.1% | -49.4% | +57.5% | +8.1% |
| 1Y | -0.3% | -68.1% | +67.8% | -0.7% |
| All | -0.3% | -69.7% | +69.4% | -0.7% |
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