+116.8%
INDA vs RCAT
-99.7%
+216.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.3% |
| 7D | +3.1% | +7.2% | -4.1% | +3.1% |
| 30D | +11.3% | -20.4% | +31.7% | +11.4% |
| 3M | +3.0% | -59.8% | +62.8% | +3.5% |
| 6M | +6.5% | -61.9% | +68.4% | +7.0% |
| YTD | -4.6% | -45.9% | +41.4% | -4.5% |
| 1Y | -5.8% | -50.5% | +44.8% | -5.7% |
| 3Y | +16.8% | +387.5% | -370.7% | +14.8% |
| 5Y | +10.4% | +70.9% | -60.5% | +8.7% |
| 10Y | +116.8% | -99.7% | +216.5% | +112.2% |
| All | +116.8% | -99.7% | +216.5% | +112.2% |
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 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