-5.1%
INDA vs RCAT
-2.3%
-2.8%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | 0.0% |
| 7D | +0.7% | -1.4% | +2.1% | +0.7% |
| 30D | -0.8% | -3.3% | +2.6% | -0.8% |
| 3M | +3.9% | -43.2% | +47.2% | +4.6% |
| 6M | -0.7% | -43.2% | +42.5% | -0.4% |
| YTD | -7.7% | +5.5% | -13.2% | -7.7% |
| 1Y | -5.1% | -1.6% | -3.5% | -5.7% |
| All | -5.1% | -2.3% | -2.8% | -5.7% |
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