+84.1%
WDC vs RGTI
-8.0%
+92.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.6% | +4.6% | +2.2% |
| 7D | +7.5% | +2.5% | +5.0% | +6.5% |
| 30D | +10.1% | -13.7% | +23.7% | +15.2% |
| 3M | -6.8% | -22.6% | +15.8% | -0.6% |
| 6M | +84.1% | -13.4% | +97.6% | +84.2% |
| All | +84.1% | -8.0% | +92.1% | +84.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling