-56.1%
RGTZ vs SPY
+3.7%
-59.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | +1.3% | +15.0% | +26.7% |
| 7D | -20.9% | -0.9% | -20.0% | -22.0% |
| 30D | -5.8% | -2.4% | -3.5% | -15.0% |
| 3M | +34.8% | -1.2% | +36.0% | +40.7% |
| 6M | -56.1% | +3.3% | -59.4% | -10.8% |
| All | -56.1% | +3.7% | -59.8% | -10.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling