+58.3%
BEN vs RCAT
-99.6%
+157.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.4% | +7.6% | +1.2% |
| 7D | +12.1% | -5.6% | +17.8% | +12.2% |
| 30D | +13.4% | -27.0% | +40.4% | +13.5% |
| 3M | +9.4% | -57.9% | +67.3% | +9.7% |
| 6M | +19.3% | -59.4% | +78.7% | +19.6% |
| YTD | +57.3% | -46.9% | +104.2% | +57.4% |
| 1Y | +69.1% | -54.0% | +123.2% | +69.3% |
| 3Y | +85.6% | +378.4% | -292.8% | +84.9% |
| 5Y | +32.9% | +61.9% | -29.0% | +32.5% |
| 10Y | +58.3% | -99.6% | +157.9% | +59.6% |
| All | +58.3% | -99.6% | +157.9% | +59.6% |
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