+17.7%
INTC vs RCAT
+46.9%
-29.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +18.6% | -10.9% | +6.3% |
| 7D | -14.4% | -12.7% | -1.7% | -13.6% |
| 30D | -50.2% | -34.3% | -15.9% | -48.8% |
| 3M | -43.6% | -53.4% | +9.8% | -40.9% |
| 6M | -50.2% | -62.0% | +11.8% | -47.4% |
| YTD | +52.5% | -49.1% | +101.6% | +58.5% |
| 1Y | +51.1% | -53.1% | +104.3% | +57.1% |
| 3Y | +50.3% | +318.7% | -268.4% | +40.5% |
| All | +17.7% | +46.9% | -29.2% | +16.1% |
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