+20.8%
RCAT vs EQH
+226.5%
-205.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.7% | +5.6% | +4.9% |
| 7D | +5.4% | +5.4% | 0.0% | +2.0% |
| 30D | -5.6% | +1.0% | -6.6% | -6.2% |
| 3M | -30.2% | +26.7% | -57.0% | -40.0% |
| 6M | -43.4% | +34.4% | -77.8% | -53.4% |
| YTD | +9.6% | +11.5% | -1.8% | +0.9% |
| 1Y | -2.0% | +0.4% | -2.4% | -3.0% |
| 3Y | +825.0% | +96.5% | +728.5% | +540.9% |
| 5Y | +199.8% | +93.4% | +106.5% | +103.1% |
| All | +20.8% | +226.5% | -205.8% | -57.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling