+378.3%
ISRG vs RCAT
-98.5%
+476.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.1% | -0.8% |
| 7D | -1.6% | -1.4% | -0.2% | -1.6% |
| 30D | -2.3% | -3.3% | +1.1% | -2.3% |
| 3M | -12.4% | -43.2% | +30.8% | -12.2% |
| 6M | -26.8% | -43.2% | +16.3% | -26.7% |
| YTD | -35.3% | +5.5% | -40.8% | -35.4% |
| 1Y | -19.3% | -1.6% | -17.7% | -19.6% |
| 3Y | +18.1% | +773.7% | -755.6% | +15.9% |
| 5Y | +2.6% | +187.6% | -185.0% | +0.9% |
| All | +378.3% | -98.5% | +476.7% | +357.6% |
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