-99.6%
RCAT vs PFG
+203.0%
-302.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +4.0% | +7.3% | +9.5% |
| 7D | +1.1% | +2.3% | -1.2% | +0.1% |
| 30D | -22.0% | +7.6% | -29.6% | -24.6% |
| 3M | -51.1% | +2.5% | -53.7% | -51.8% |
| 6M | -56.6% | +16.6% | -73.2% | -60.0% |
| YTD | -43.3% | +34.1% | -77.3% | -50.8% |
| 1Y | -51.5% | +44.1% | -95.6% | -59.2% |
| 3Y | +411.4% | +86.3% | +325.1% | +299.0% |
| 5Y | +74.4% | +101.6% | -27.1% | +30.0% |
| 10Y | -99.6% | +197.9% | -297.5% | -99.8% |
| All | -99.6% | +203.0% | -302.6% | -99.8% |
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