+846.9%
RGC vs SPY
+82.0%
+764.9%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.4% | +6.7% | +6.4% |
| 7D | +25.3% | +0.1% | +25.2% | +25.2% |
| 30D | +17.4% | +0.1% | +17.3% | +17.4% |
| 3M | -68.9% | +2.0% | -70.9% | -69.0% |
| 6M | -72.9% | +13.0% | -85.9% | -73.9% |
| YTD | -67.2% | +13.5% | -80.7% | -68.3% |
| 1Y | -46.3% | +20.0% | -66.3% | -48.5% |
| 3Y | +1,658.4% | +77.2% | +1,581.2% | +1,430.5% |
| All | +846.9% | +82.0% | +764.9% | +829.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling