+185.5%
PAAS vs RCAT
-99.6%
+285.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -6.4% | +0.6% | -5.8% |
| 7D | +4.2% | -5.6% | +9.8% | +4.2% |
| 30D | -13.8% | -27.0% | +13.2% | -13.6% |
| 3M | -22.7% | -57.9% | +35.2% | -22.3% |
| 6M | -32.1% | -59.4% | +27.3% | -31.8% |
| YTD | -22.3% | -46.9% | +24.6% | -22.0% |
| 1Y | +7.7% | -54.0% | +61.7% | +8.1% |
| 3Y | +214.0% | +378.4% | -164.4% | +211.4% |
| 5Y | +63.2% | +61.9% | +1.3% | +62.0% |
| 10Y | +185.5% | -99.6% | +285.1% | +181.3% |
| All | +185.5% | -99.6% | +285.1% | +181.3% |
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