+271.8%
ELV vs RCAT
-98.5%
+370.3%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +5.4% |
| 7D | +0.9% | -5.4% | +6.2% | +0.9% |
| 30D | +7.2% | -24.2% | +31.4% | +7.3% |
| 3M | +3.4% | -25.8% | +29.2% | +3.5% |
| 6M | +48.6% | -44.9% | +93.5% | +48.9% |
| YTD | +20.6% | +1.9% | +18.7% | +20.2% |
| 1Y | +38.5% | -5.2% | +43.7% | +38.0% |
| 3Y | -2.4% | +759.6% | -762.0% | -4.8% |
| 5Y | +25.3% | +187.5% | -162.2% | +22.5% |
| All | +271.8% | -98.5% | +370.3% | +260.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling