+212.2%
PAAS vs RCAT
-99.7%
+312.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -1.4% |
| 7D | -5.2% | +7.2% | -12.4% | -5.2% |
| 30D | -13.9% | -20.4% | +6.5% | -13.8% |
| 3M | -23.8% | -59.8% | +36.0% | -23.3% |
| 6M | -36.4% | -61.9% | +25.4% | -36.0% |
| YTD | -23.4% | -45.9% | +22.5% | -23.1% |
| 1Y | +5.6% | -50.5% | +56.2% | +6.0% |
| 3Y | +209.7% | +387.5% | -177.8% | +206.4% |
| 5Y | +55.6% | +70.9% | -15.3% | +54.1% |
| 10Y | +212.2% | -99.7% | +312.0% | +194.7% |
| All | +212.2% | -99.7% | +312.0% | +194.7% |
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