+68.7%
V vs RGTI
+59.7%
+9.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.0% | -5.7% | -1.8% |
| 7D | -1.1% | +5.5% | -6.6% | -1.2% |
| 30D | +1.9% | -11.9% | +13.8% | +2.1% |
| 3M | +15.5% | -27.4% | +42.9% | +16.1% |
| 6M | +16.6% | -7.1% | +23.7% | +16.0% |
| YTD | +5.7% | -28.6% | +34.4% | +5.7% |
| 1Y | +8.6% | +4.4% | +4.2% | +6.8% |
| 3Y | +52.5% | +698.5% | -646.0% | +34.8% |
| 5Y | +67.1% | +64.2% | +3.0% | +61.4% |
| All | +68.7% | +59.7% | +9.0% | +60.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling