+33.2%
IBB vs RCAT
-51.9%
+85.0%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.5% | +0.3% |
| 7D | -1.4% | +7.2% | -8.6% | -1.8% |
| 30D | +6.8% | -20.4% | +27.2% | +7.6% |
| 3M | +9.2% | -59.8% | +69.0% | +13.1% |
| 6M | +28.3% | -61.9% | +90.2% | +32.1% |
| YTD | +29.4% | -45.9% | +75.3% | +29.3% |
| 1Y | +33.2% | -50.5% | +83.7% | +33.3% |
| All | +33.2% | -51.9% | +85.0% | +33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling