-26.7%
NVTS vs RCAT
+43.2%
-69.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.4% | +4.4% | -0.6% |
| 7D | +9.6% | -5.6% | +15.2% | +10.9% |
| 30D | -13.0% | -27.0% | +14.0% | -6.4% |
| 3M | -28.8% | -57.9% | +29.1% | -13.7% |
| 6M | -48.5% | -59.4% | +10.9% | -37.8% |
| YTD | +31.4% | -46.9% | +78.3% | +51.1% |
| 1Y | -2.3% | -54.0% | +51.7% | +14.7% |
| 3Y | +49.8% | +378.4% | -328.6% | +25.7% |
| 5Y | -43.2% | +61.9% | -105.1% | -48.3% |
| All | -26.7% | +43.2% | -69.9% | -33.5% |
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 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