+40.5%
IBB vs RCAT
+41.8%
-1.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | -0.3% |
| 7D | -0.5% | -5.9% | +5.4% | -0.3% |
| 30D | +4.6% | -19.7% | +24.2% | +5.3% |
| 3M | +6.8% | -62.9% | +69.7% | +10.9% |
| 6M | +23.1% | -59.6% | +82.7% | +26.6% |
| YTD | +26.0% | -52.1% | +78.1% | +27.4% |
| 1Y | +30.4% | -50.9% | +81.3% | +31.3% |
| 3Y | +85.4% | +333.8% | -248.4% | +61.0% |
| All | +40.5% | +41.8% | -1.3% | +28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling