+83.3%
QQQ vs RCAT
+331.8%
-248.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | -1.0% |
| 7D | +3.6% | -5.9% | +9.6% | +3.9% |
| 30D | -6.7% | -19.7% | +12.9% | -5.9% |
| 3M | -7.0% | -62.9% | +55.8% | -2.7% |
| 6M | -4.7% | -59.6% | +54.9% | -1.1% |
| YTD | +11.1% | -52.1% | +63.1% | +13.3% |
| 1Y | +12.3% | -50.9% | +63.2% | +14.1% |
| 3Y | +83.3% | +333.8% | -250.5% | +87.4% |
| All | +83.3% | +331.8% | -248.5% | +87.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling