-49.2%
RGC vs SPY
+19.4%
-68.6%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.3% |
| 7D | +24.0% | +0.5% | +23.5% | +23.1% |
| 30D | +26.1% | -0.9% | +27.0% | +27.8% |
| 3M | -68.1% | +3.9% | -72.0% | -69.8% |
| 6M | -70.8% | +14.5% | -85.3% | -77.1% |
| YTD | -67.5% | +12.9% | -80.4% | -73.0% |
| 1Y | -49.2% | +19.4% | -68.6% | -55.3% |
| All | -49.2% | +19.4% | -68.6% | -55.3% |
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