-52.3%
TEAM vs RGTI
+55.6%
-108.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +18.2% |
| 3M | +96.2% | -22.0% | +118.2% | +99.3% |
| 6M | +130.2% | -10.8% | +141.0% | +127.1% |
| YTD | +10.7% | -31.6% | +42.3% | +11.4% |
| 1Y | +3.0% | -6.4% | +9.4% | -2.4% |
| 3Y | -13.1% | +665.7% | -678.7% | -50.0% |
| All | -52.3% | +55.6% | -108.0% | -63.2% |
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 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