+57.6%
BEN vs RCAT
-98.5%
+156.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.5% | +5.0% | -1.5% |
| 7D | +3.4% | -2.3% | +5.6% | +3.4% |
| 30D | +1.8% | -18.7% | +20.5% | +1.9% |
| 3M | +8.4% | -29.3% | +37.6% | +8.5% |
| 6M | +35.6% | -42.3% | +78.0% | +35.8% |
| YTD | +46.4% | +2.5% | +43.8% | +46.2% |
| 1Y | +46.3% | -5.7% | +52.0% | +46.1% |
| 3Y | +54.6% | +764.9% | -710.3% | +53.6% |
| 5Y | +39.4% | +182.3% | -142.9% | +38.5% |
| 10Y | +57.6% | -98.5% | +156.1% | +63.9% |
| All | +57.6% | -98.5% | +156.1% | +63.9% |
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