+30.6%
DGX vs RCAT
-7.4%
+38.0%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.8% |
| 7D | -3.5% | -5.4% | +1.9% | -3.5% |
| 30D | -2.7% | -24.2% | +21.5% | -3.0% |
| 3M | +13.9% | -25.8% | +39.7% | +13.7% |
| 6M | +16.0% | -44.9% | +60.9% | +15.4% |
| YTD | +34.9% | +1.9% | +33.0% | +33.7% |
| 1Y | +30.6% | -5.2% | +35.7% | +27.3% |
| All | +30.6% | -7.4% | +38.0% | +27.3% |
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