+236.2%
BBY vs RCAT
-98.5%
+334.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.1% |
| 7D | +0.7% | -5.4% | +6.1% | +0.7% |
| 30D | +5.8% | -24.2% | +30.0% | +5.9% |
| 3M | +18.0% | -25.8% | +43.8% | +18.1% |
| 6M | +39.8% | -44.9% | +84.8% | +40.0% |
| YTD | +35.4% | +1.9% | +33.5% | +35.3% |
| 1Y | +21.4% | -5.2% | +26.6% | +21.3% |
| 3Y | +39.5% | +759.6% | -720.0% | +39.5% |
| 5Y | -0.5% | +187.5% | -188.0% | -0.6% |
| All | +236.2% | -98.5% | +334.7% | +274.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling