+142.1%
WBD vs RGTI
+671.2%
-529.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.6% |
| 7D | -0.7% | +0.5% | -1.2% | -0.8% |
| 30D | +1.4% | -17.1% | +18.5% | +2.6% |
| 3M | +4.4% | -26.0% | +30.4% | +6.0% |
| 6M | +0.8% | -9.9% | +10.7% | -0.4% |
| YTD | -2.7% | -31.1% | +28.4% | -2.4% |
| 1Y | +73.4% | -8.5% | +81.9% | +66.7% |
| 3Y | +142.1% | +652.2% | -510.1% | +66.7% |
| All | +142.1% | +671.2% | -529.1% | +66.7% |
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