+507.7%
BEN vs RCAT
-100.0%
+607.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +18.6% | -13.9% | +4.7% |
| 7D | +6.6% | -12.7% | +19.3% | +6.6% |
| 30D | +3.8% | -34.3% | +38.2% | +3.9% |
| 3M | +0.2% | -53.4% | +53.6% | +0.3% |
| 6M | +10.4% | -62.0% | +72.4% | +10.5% |
| YTD | +46.2% | -49.1% | +95.2% | +46.2% |
| 1Y | +52.3% | -53.1% | +105.4% | +52.3% |
| 3Y | +65.9% | +318.7% | -252.7% | +65.7% |
| 5Y | +20.6% | +48.5% | -28.0% | +20.4% |
| 10Y | +64.8% | -99.6% | +164.4% | +64.5% |
| All | +507.7% | -100.0% | +607.7% | +553.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling