+1,092.8%
STX vs RGTI
+56.1%
+1,036.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.1% | -2.6% |
| 7D | +8.0% | -0.1% | +8.1% | +8.0% |
| 30D | +5.1% | -16.2% | +21.3% | +6.4% |
| 3M | +5.8% | -22.0% | +27.8% | +7.5% |
| 6M | +124.9% | -10.8% | +135.7% | +125.4% |
| YTD | +213.9% | -31.6% | +245.5% | +218.2% |
| 1Y | +350.4% | -6.4% | +356.8% | +344.7% |
| 3Y | +1,314.2% | +665.7% | +648.6% | +1,032.6% |
| 5Y | +1,092.8% | +55.6% | +1,037.2% | +1,008.4% |
| All | +1,092.8% | +56.1% | +1,036.7% | +1,008.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling