+498.2%
HCA vs RCAT
-98.5%
+596.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.8% | +1.4% |
| 7D | +5.4% | -4.9% | +10.3% | +5.4% |
| 30D | +3.0% | -22.9% | +25.8% | +3.0% |
| 3M | +13.0% | -33.7% | +46.7% | +13.1% |
| 6M | -20.3% | -50.7% | +30.5% | -20.2% |
| YTD | -8.2% | +0.4% | -8.6% | -8.4% |
| 1Y | +6.7% | -27.6% | +34.3% | +6.6% |
| 3Y | +60.4% | +753.2% | -692.8% | +58.2% |
| 5Y | +73.4% | +183.3% | -109.8% | +71.3% |
| All | +498.2% | -98.5% | +596.7% | +501.1% |
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