+199.8%
TER vs RGTI
-0.2%
+200.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.1% | +5.3% | +5.4% |
| 7D | +0.6% | -2.5% | +3.1% | +1.3% |
| 30D | -8.3% | -9.4% | +1.1% | -6.1% |
| 3M | -12.2% | -37.1% | +24.8% | -2.3% |
| 6M | +17.0% | -14.4% | +31.4% | +18.6% |
| YTD | +84.6% | -31.4% | +116.0% | +91.9% |
| 1Y | +199.8% | +0.5% | +199.3% | +270.8% |
| All | +199.8% | -0.2% | +200.0% | +270.8% |
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