+159.9%
DELL vs RCAT
-54.8%
+214.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -3.4% | -3.7% | -6.5% |
| 7D | +4.9% | -5.9% | +10.8% | +6.1% |
| 30D | -32.1% | -19.7% | -12.4% | -29.3% |
| 3M | -30.2% | -62.9% | +32.6% | -19.2% |
| 6M | +41.7% | -59.6% | +101.3% | +62.2% |
| YTD | +176.6% | -52.1% | +228.7% | +192.4% |
| 1Y | +159.9% | -50.9% | +210.8% | +168.5% |
| All | +159.9% | -54.8% | +214.7% | +168.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling