-62.0%
FND vs RCAT
+46.9%
-108.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +18.6% | -19.1% | -1.8% |
| 7D | +7.7% | -12.7% | +20.4% | +8.4% |
| 30D | +11.9% | -34.3% | +46.2% | +14.9% |
| 3M | -14.6% | -53.4% | +38.8% | -10.2% |
| 6M | +0.5% | -62.0% | +62.4% | +6.0% |
| YTD | -15.8% | -49.1% | +33.2% | -14.5% |
| 1Y | -12.9% | -53.1% | +40.2% | -11.4% |
| 3Y | -34.2% | +318.7% | -352.8% | -47.6% |
| All | -62.0% | +46.9% | -108.9% | -67.3% |
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 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