+605.7%
GRMN vs RCAT
-99.8%
+705.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -8.3% | +5.6% | -2.6% |
| 7D | -0.1% | +15.6% | -15.6% | -0.2% |
| 30D | +3.5% | -24.1% | +27.6% | +3.7% |
| 3M | -7.3% | -61.9% | +54.5% | -6.8% |
| 6M | +21.8% | -64.3% | +86.1% | +22.4% |
| YTD | +42.8% | -50.4% | +93.2% | +43.0% |
| 1Y | +46.5% | -54.0% | +100.5% | +46.7% |
| 3Y | +158.3% | +347.2% | -188.9% | +154.9% |
| 5Y | +122.6% | +45.7% | +76.9% | +120.1% |
| All | +605.7% | -99.8% | +705.5% | +601.6% |
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