-16.1%
TEAM vs RGTI
+665.7%
-681.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.6% | +1.1% |
| 7D | -7.8% | -0.1% | -7.6% | -7.8% |
| 30D | +16.5% | -16.2% | +32.7% | +17.6% |
| 3M | +96.2% | -22.0% | +118.2% | +98.3% |
| 6M | +130.2% | -10.8% | +141.0% | +128.4% |
| YTD | +10.7% | -31.6% | +42.3% | +11.3% |
| 1Y | +3.0% | -6.4% | +9.4% | -0.3% |
| All | -16.1% | +665.7% | -681.8% | -34.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling