-7.8%
IGV vs RCAT
-7.9%
+0.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.5% | +5.7% | -0.2% |
| 7D | -1.5% | -2.3% | +0.7% | -1.4% |
| 30D | -3.0% | -18.7% | +15.7% | -1.4% |
| 3M | +9.6% | -29.3% | +38.8% | +12.1% |
| 6M | +16.1% | -42.3% | +58.4% | +19.4% |
| YTD | -3.6% | +2.5% | -6.2% | -5.0% |
| 1Y | -7.8% | -5.7% | -2.2% | -7.4% |
| All | -7.8% | -7.9% | +0.1% | -7.4% |
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