+81.2%
EQX vs RCAT
+177.7%
-96.4%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.4% | -5.0% |
| 7D | -7.0% | -5.4% | -1.6% | -6.8% |
| 30D | +4.8% | -24.2% | +29.0% | +6.2% |
| 3M | +25.6% | -25.8% | +51.5% | +27.0% |
| 6M | -25.8% | -44.9% | +19.1% | -24.5% |
| YTD | -12.7% | +1.9% | -14.6% | -12.6% |
| 1Y | +14.1% | -5.2% | +19.2% | +14.1% |
| 3Y | +165.7% | +759.6% | -593.8% | +144.8% |
| 5Y | +81.2% | +187.5% | -106.3% | +67.8% |
| All | +81.2% | +177.7% | -96.4% | +67.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling