-1.6%
RCAT vs EQH
+2.5%
-4.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.2% |
| 7D | -1.4% | +5.5% | -6.9% | -5.2% |
| 30D | -3.3% | +3.2% | -6.6% | -5.7% |
| 3M | -43.2% | +32.5% | -75.8% | -55.5% |
| 6M | -43.2% | +33.7% | -76.9% | -57.0% |
| YTD | +5.5% | +13.4% | -7.9% | -0.2% |
| 1Y | -1.6% | +0.6% | -2.2% | +30.8% |
| All | -1.6% | +2.5% | -4.1% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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