+162.1%
EQX vs RCAT
+720.6%
-558.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +1.7% |
| 7D | -3.2% | -4.9% | +1.7% | -3.0% |
| 30D | +7.8% | -22.9% | +30.6% | +9.3% |
| 3M | +21.3% | -33.7% | +55.1% | +23.5% |
| 6M | -22.4% | -50.7% | +28.3% | -20.6% |
| YTD | -11.3% | +0.4% | -11.7% | -10.5% |
| 1Y | +13.5% | -27.6% | +41.1% | +14.5% |
| 3Y | +162.1% | +753.2% | -591.0% | +160.7% |
| All | +162.1% | +720.6% | -558.5% | +160.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling