+89.6%
BURL vs RCAT
+270.1%
-180.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -14.9% | +11.9% | -2.4% |
| 7D | +3.5% | -32.6% | +36.0% | +4.8% |
| 30D | -9.3% | -46.3% | +37.0% | -7.4% |
| 3M | -32.1% | -60.7% | +28.6% | -30.1% |
| 6M | -19.8% | -67.4% | +47.5% | -17.5% |
| YTD | -13.2% | -57.1% | +43.9% | -12.6% |
| 1Y | -7.8% | -63.8% | +55.9% | -6.8% |
| All | +89.6% | +270.1% | -180.5% | +92.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling