+180.9%
RCAT vs BUD
+46.3%
+134.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.0% |
| 7D | -1.4% | +0.3% | -1.7% | -1.4% |
| 30D | -3.3% | -5.7% | +2.3% | -2.9% |
| 3M | -43.2% | +3.1% | -46.3% | -43.7% |
| 6M | -43.2% | +7.9% | -51.1% | -44.4% |
| YTD | +5.5% | +27.3% | -21.8% | -0.5% |
| 1Y | -1.6% | +37.8% | -39.5% | -9.2% |
| 3Y | +773.7% | +49.8% | +723.8% | +684.1% |
| All | +180.9% | +46.3% | +134.5% | +194.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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