+271.3%
DGX vs RCAT
-99.8%
+371.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | 0.0% |
| 7D | +1.6% | -5.9% | +7.5% | +1.6% |
| 30D | +11.2% | -19.7% | +30.9% | +11.3% |
| 3M | +10.4% | -62.9% | +73.2% | +10.6% |
| 6M | +37.1% | -59.6% | +96.7% | +37.3% |
| YTD | +52.1% | -52.1% | +104.2% | +52.2% |
| 1Y | +40.7% | -50.9% | +91.6% | +40.7% |
| 3Y | +107.6% | +333.8% | -226.2% | +105.4% |
| 5Y | +90.6% | +40.7% | +49.9% | +88.9% |
| All | +271.3% | -99.8% | +371.2% | +265.2% |
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