-62.2%
RGC vs SPY
+11.9%
-74.1%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.4% | -6.7% | -6.5% |
| 7D | -15.0% | -0.6% | -14.4% | -14.8% |
| 30D | -28.8% | -3.7% | -25.2% | -25.1% |
| 3M | -0.9% | -2.7% | +1.8% | +3.1% |
| 6M | -82.1% | +2.2% | -84.3% | -82.5% |
| YTD | -75.1% | +10.8% | -85.9% | -78.1% |
| 1Y | -62.2% | +11.2% | -73.4% | -67.0% |
| All | -62.2% | +11.9% | -74.1% | -67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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