+86.2%
IBB vs RCAT
+347.2%
-260.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -8.3% | +6.1% | -1.9% |
| 7D | +1.6% | +15.6% | -13.9% | +1.1% |
| 30D | +6.7% | -24.1% | +30.8% | +7.5% |
| 3M | +6.3% | -61.9% | +68.2% | +9.5% |
| 6M | +23.9% | -64.3% | +88.2% | +27.2% |
| YTD | +26.6% | -50.4% | +77.0% | +27.7% |
| 1Y | +29.6% | -54.0% | +83.7% | +30.8% |
| All | +86.2% | +347.2% | -260.9% | +79.2% |
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