-99.8%
RCAT vs PFG
+182.5%
-282.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.5% | -6.8% | -7.6% |
| 7D | +15.6% | +0.1% | +15.4% | +15.5% |
| 30D | -24.1% | +5.0% | -29.1% | -25.8% |
| 3M | -61.9% | +0.1% | -61.9% | -61.9% |
| 6M | -64.3% | +13.8% | -78.1% | -66.7% |
| YTD | -50.4% | +31.2% | -81.6% | -56.6% |
| 1Y | -54.0% | +37.1% | -91.1% | -60.5% |
| 3Y | +347.2% | +80.6% | +266.6% | +252.5% |
| 5Y | +45.7% | +93.7% | -48.0% | +10.0% |
| All | -99.8% | +182.5% | -282.3% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 10y: compounded portfolio wealth divided by compounded PFG 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…
10y analysis · Full analysis span regression · 6 months rolling