+49.9%
XLE vs RGTI
-69.7%
+119.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.1% | -5.9% | -4.7% |
| 7D | -7.2% | -9.6% | +2.4% | -7.4% |
| 30D | +0.1% | -26.0% | +26.1% | -0.4% |
| 3M | +9.2% | -35.8% | +44.9% | +8.5% |
| 6M | +8.4% | -36.7% | +45.0% | +8.3% |
| YTD | +44.9% | -49.4% | +94.3% | +45.3% |
| 1Y | +49.9% | -68.1% | +118.0% | +52.3% |
| All | +49.9% | -69.7% | +119.6% | +52.3% |
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