+63.3%
BEN vs RCAT
-54.8%
+118.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.3% | +7.1% | -0.6% |
| 7D | +11.3% | +15.6% | -4.2% | +10.0% |
| 30D | +15.0% | -24.1% | +39.1% | +16.7% |
| 3M | +7.8% | -61.9% | +69.7% | +14.0% |
| 6M | +15.5% | -64.3% | +79.8% | +21.3% |
| YTD | +55.4% | -50.4% | +105.8% | +54.2% |
| 1Y | +63.3% | -54.0% | +117.3% | +62.4% |
| All | +63.3% | -54.8% | +118.0% | +62.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling