+42.5%
BEN vs RCAT
+183.7%
-141.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.0% | +5.5% | +3.6% |
| 7D | +0.2% | -1.4% | +1.6% | +0.3% |
| 30D | -0.5% | -3.3% | +2.8% | -0.5% |
| 3M | +9.7% | -43.2% | +52.9% | +12.2% |
| 6M | +33.9% | -43.2% | +77.1% | +35.9% |
| YTD | +49.0% | +5.5% | +43.4% | +45.6% |
| 1Y | +42.1% | -1.6% | +43.8% | +38.0% |
| 3Y | +51.9% | +773.7% | -721.8% | +29.7% |
| All | +42.5% | +183.7% | -141.3% | +24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling