+354.9%
PWR vs RCAT
+46.9%
+308.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +18.6% | -12.4% | +4.9% |
| 7D | -12.9% | -12.7% | -0.1% | -12.0% |
| 30D | -22.8% | -34.3% | +11.5% | -20.7% |
| 3M | -19.0% | -53.4% | +34.4% | -15.0% |
| 6M | -31.1% | -62.0% | +30.9% | -27.4% |
| YTD | +28.3% | -49.1% | +77.3% | +31.4% |
| 1Y | +22.2% | -53.1% | +75.4% | +25.4% |
| 3Y | +222.2% | +318.7% | -96.5% | +200.1% |
| All | +354.9% | +46.9% | +308.0% | +356.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling