+52.9%
BEN vs RCAT
-99.8%
+152.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.3% | +7.1% | -1.2% |
| 7D | +11.3% | +15.6% | -4.2% | +11.3% |
| 30D | +15.0% | -24.1% | +39.1% | +15.1% |
| 3M | +7.8% | -61.9% | +69.7% | +8.2% |
| 6M | +15.5% | -64.3% | +79.8% | +15.9% |
| YTD | +55.4% | -50.4% | +105.8% | +55.6% |
| 1Y | +63.3% | -54.0% | +117.3% | +63.5% |
| 3Y | +83.4% | +347.2% | -263.7% | +82.8% |
| 5Y | +28.1% | +45.7% | -17.7% | +27.7% |
| All | +52.9% | -99.8% | +152.7% | +56.8% |
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