+508.9%
D vs RCAT
-100.0%
+608.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | -0.4% |
| 7D | +1.5% | -1.4% | +2.9% | +1.5% |
| 30D | -2.6% | -3.3% | +0.8% | -2.6% |
| 3M | 0.0% | -43.2% | +43.2% | +0.1% |
| 6M | +7.4% | -43.2% | +50.5% | +7.4% |
| YTD | +15.9% | +5.5% | +10.3% | +15.8% |
| 1Y | +18.1% | -1.6% | +19.8% | +18.0% |
| 3Y | +58.4% | +773.7% | -715.3% | +57.7% |
| 5Y | +5.2% | +187.6% | -182.4% | +4.8% |
| 10Y | +35.9% | -98.5% | +134.3% | +34.5% |
| All | +508.9% | -100.0% | +608.9% | +489.4% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling