+9.3%
GEHC vs RCAT
+583.2%
-573.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.5% | +4.1% | -2.2% |
| 7D | -7.6% | -2.3% | -5.4% | -7.6% |
| 30D | -10.7% | -18.7% | +8.0% | -10.2% |
| 3M | -1.2% | -29.3% | +28.1% | -0.4% |
| 6M | -13.7% | -42.3% | +28.6% | -13.0% |
| YTD | -20.4% | +2.5% | -23.0% | -21.8% |
| 1Y | -17.0% | -5.7% | -11.4% | -18.8% |
| 3Y | +0.9% | +764.9% | -764.0% | -6.4% |
| All | +9.3% | +583.2% | -573.9% | -0.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling