+105.9%
GILD vs RCAT
+720.6%
-614.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.7% |
| 7D | -4.8% | -4.9% | +0.1% | -4.8% |
| 30D | +5.8% | -22.9% | +28.6% | +6.0% |
| 3M | +14.9% | -33.7% | +48.7% | +15.3% |
| 6M | -0.4% | -50.7% | +50.4% | 0.0% |
| YTD | +18.5% | +0.4% | +18.2% | +18.0% |
| 1Y | +25.1% | -27.6% | +52.8% | +24.7% |
| 3Y | +105.9% | +753.2% | -647.3% | +95.0% |
| All | +105.9% | +720.6% | -614.7% | +95.0% |
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