-9.4%
NVTS vs RCAT
+176.5%
-185.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.5% | +3.2% | -1.9% |
| 7D | +3.5% | -2.3% | +5.8% | +3.9% |
| 30D | -11.9% | -18.7% | +6.8% | -7.9% |
| 3M | -49.2% | -29.3% | -20.0% | -45.2% |
| 6M | +38.4% | -42.3% | +80.7% | +53.1% |
| YTD | +62.5% | +2.5% | +59.9% | +61.3% |
| 1Y | +101.4% | -5.7% | +107.1% | +101.0% |
| 3Y | +40.4% | +764.9% | -724.5% | +2.3% |
| All | -9.4% | +176.5% | -185.9% | -29.1% |
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 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