+1,054.7%
STX vs RGTI
+54.2%
+1,000.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.7% | -4.5% | -3.8% |
| 7D | -2.3% | +0.5% | -2.7% | -2.3% |
| 30D | -5.5% | -17.1% | +11.6% | -4.2% |
| 3M | -4.3% | -26.0% | +21.7% | -2.5% |
| 6M | +115.6% | -9.9% | +125.5% | +115.9% |
| YTD | +202.2% | -31.1% | +233.3% | +206.2% |
| 1Y | +325.3% | -8.5% | +333.8% | +320.3% |
| 3Y | +1,283.9% | +652.2% | +631.7% | +1,010.5% |
| 5Y | +1,048.3% | +56.8% | +991.5% | +935.7% |
| All | +1,054.7% | +54.2% | +1,000.5% | +917.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling