-61.1%
FISV vs RCAT
-2.3%
-58.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +0.6% |
| 7D | -0.3% | -1.4% | +1.1% | -0.3% |
| 30D | -2.1% | -3.3% | +1.3% | -2.0% |
| 3M | -5.7% | -43.2% | +37.5% | -3.8% |
| 6M | -15.3% | -43.2% | +27.8% | -14.4% |
| YTD | -21.1% | +5.5% | -26.6% | -22.9% |
| 1Y | -61.1% | -1.6% | -59.4% | -62.7% |
| All | -61.1% | -2.3% | -58.7% | -62.7% |
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 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