+750.3%
NVT vs RCAT
-17.1%
+767.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.5% | +6.1% | +4.7% |
| 7D | +4.1% | -4.9% | +9.0% | +4.1% |
| 30D | -5.1% | -22.9% | +17.7% | -4.8% |
| 3M | -1.2% | -33.7% | +32.6% | -0.7% |
| 6M | +46.6% | -50.7% | +97.3% | +47.5% |
| YTD | +60.0% | +0.4% | +59.6% | +59.5% |
| 1Y | +70.8% | -27.6% | +98.4% | +70.6% |
| 3Y | +187.5% | +753.2% | -565.6% | +180.8% |
| 5Y | +426.1% | +183.3% | +242.9% | +415.0% |
| All | +750.3% | -17.1% | +767.3% | +783.7% |
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 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