+115.9%
INDA vs RCAT
-99.8%
+215.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | -0.2% |
| 7D | +1.1% | -5.9% | +7.0% | +1.1% |
| 30D | +9.4% | -19.7% | +29.0% | +9.5% |
| 3M | +2.9% | -62.9% | +65.8% | +3.4% |
| 6M | +7.2% | -59.6% | +66.8% | +7.6% |
| YTD | -4.8% | -52.1% | +47.3% | -4.7% |
| 1Y | -5.1% | -50.9% | +45.8% | -5.0% |
| 3Y | +16.7% | +333.8% | -317.1% | +14.7% |
| 5Y | +8.8% | +40.7% | -32.0% | +7.2% |
| All | +115.9% | -99.8% | +215.7% | +112.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling