+84.4%
INDA vs RCAT
-98.5%
+182.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.5% | +5.6% | -0.8% |
| 7D | -2.6% | -2.3% | -0.3% | -2.6% |
| 30D | -2.9% | -18.7% | +15.8% | -2.8% |
| 3M | +2.4% | -29.3% | +31.7% | +2.5% |
| 6M | -2.6% | -42.3% | +39.7% | -2.5% |
| YTD | -10.0% | +2.5% | -12.5% | -10.2% |
| 1Y | -7.7% | -5.7% | -2.0% | -7.9% |
| 3Y | +8.9% | +764.9% | -756.0% | +6.7% |
| 5Y | +6.0% | +182.3% | -176.3% | +4.1% |
| 10Y | +84.4% | -98.5% | +182.9% | +78.0% |
| All | +84.4% | -98.5% | +182.9% | +78.0% |
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