+68.0%
PWR vs RCAT
-7.9%
+76.0%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.5% | +4.6% | -1.2% |
| 7D | +2.7% | -2.3% | +4.9% | +2.9% |
| 30D | -5.1% | -18.7% | +13.6% | -3.2% |
| 3M | -9.4% | -29.3% | +19.9% | -7.4% |
| 6M | +10.4% | -42.3% | +52.7% | +13.1% |
| YTD | +48.6% | +2.5% | +46.1% | +43.0% |
| 1Y | +68.0% | -5.7% | +73.7% | +68.5% |
| All | +68.0% | -7.9% | +76.0% | +68.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling