+63.3%
LIN vs RCAT
+46.9%
+16.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +18.6% | -19.8% | -1.4% |
| 7D | +0.2% | -12.7% | +12.9% | +0.4% |
| 30D | +6.5% | -34.3% | +40.8% | +7.1% |
| 3M | +5.5% | -53.4% | +58.9% | +6.7% |
| 6M | +3.3% | -62.0% | +65.3% | +4.5% |
| YTD | +22.0% | -49.1% | +71.1% | +21.7% |
| 1Y | +25.7% | -53.1% | +78.9% | +25.4% |
| 3Y | +36.2% | +318.7% | -282.4% | +22.6% |
| All | +63.3% | +46.9% | +16.4% | +50.7% |
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