-27.6%
RCAT vs EQH
+3.9%
-31.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -2.4% |
| 7D | -4.9% | +0.7% | -5.6% | -5.4% |
| 30D | -22.9% | +2.8% | -25.7% | -24.3% |
| 3M | -33.7% | +23.1% | -56.8% | -43.7% |
| 6M | -50.7% | +41.4% | -92.1% | -63.9% |
| YTD | +0.4% | +14.3% | -13.9% | -5.8% |
| 1Y | -27.6% | +1.6% | -29.2% | -16.7% |
| All | -27.6% | +3.9% | -31.5% | -16.7% |
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