+111.7%
INTC vs RCAT
+192.8%
-81.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +3.9% | +5.2% | +8.8% |
| 7D | +17.4% | +5.4% | +12.0% | +17.1% |
| 30D | +2.8% | -5.6% | +8.4% | +3.0% |
| 3M | -5.3% | -30.2% | +25.0% | -3.8% |
| 6M | +140.6% | -43.4% | +184.0% | +144.8% |
| YTD | +183.1% | +9.6% | +173.5% | +180.0% |
| 1Y | +326.8% | -2.0% | +328.7% | +319.8% |
| 3Y | +179.4% | +825.0% | -645.6% | +147.3% |
| 5Y | +111.7% | +199.8% | -88.1% | +91.9% |
| All | +111.7% | +192.8% | -81.0% | +91.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling