+2,886.3%
DELL vs RCAT
-99.7%
+2,986.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +1.9% | +9.9% | +11.7% |
| 7D | +0.4% | +7.2% | -6.9% | +0.3% |
| 30D | -35.1% | -20.4% | -14.7% | -34.9% |
| 3M | -15.1% | -59.8% | +44.6% | -14.3% |
| 6M | +51.7% | -61.9% | +113.6% | +53.2% |
| YTD | +200.0% | -45.9% | +245.9% | +201.2% |
| 1Y | +172.1% | -50.5% | +222.7% | +173.4% |
| 3Y | +431.2% | +387.5% | +43.7% | +420.8% |
| 5Y | +633.1% | +70.9% | +562.2% | +620.9% |
| 10Y | +2,886.3% | -99.7% | +2,986.1% | +2,746.4% |
| All | +2,886.3% | -99.7% | +2,986.1% | +2,746.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling