+36.2%
LIN vs RCAT
+339.1%
-302.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +18.6% | -19.8% | -1.3% |
| 7D | +0.2% | -12.7% | +12.9% | +0.3% |
| 30D | +6.5% | -34.3% | +40.8% | +6.8% |
| 3M | +5.5% | -53.4% | +58.9% | +6.1% |
| 6M | +3.3% | -62.0% | +65.3% | +3.9% |
| YTD | +22.0% | -49.1% | +71.1% | +21.4% |
| 1Y | +25.7% | -53.1% | +78.9% | +25.1% |
| 3Y | +36.2% | +318.7% | -282.4% | +36.1% |
| All | +36.2% | +339.1% | -302.9% | +36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling