+6.8%
NOW vs RCAT
+183.7%
-176.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.0% | -1.0% | -2.8% |
| 7D | -2.4% | -1.4% | -1.0% | -2.3% |
| 30D | +20.5% | -3.3% | +23.9% | +20.6% |
| 3M | +18.3% | -43.2% | +61.6% | +22.3% |
| 6M | +24.1% | -43.2% | +67.2% | +27.1% |
| YTD | -7.8% | +5.5% | -13.3% | -9.9% |
| 1Y | -21.4% | -1.6% | -19.8% | -23.9% |
| 3Y | +19.5% | +773.7% | -754.2% | -4.7% |
| All | +6.8% | +183.7% | -176.9% | -13.5% |
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