-99.6%
RCAT vs SUI
+117.1%
-216.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.9% | -5.5% | -6.0% |
| 7D | -5.6% | +3.4% | -9.0% | -7.6% |
| 30D | -27.0% | +4.6% | -31.6% | -29.5% |
| 3M | -57.9% | +1.6% | -59.5% | -58.7% |
| 6M | -59.4% | -3.5% | -55.9% | -59.7% |
| YTD | -46.9% | -1.0% | -45.9% | -48.3% |
| 1Y | -54.0% | -1.7% | -52.3% | -55.1% |
| 3Y | +378.4% | +18.4% | +360.1% | +298.9% |
| 5Y | +61.9% | -26.3% | +88.3% | +80.9% |
| 10Y | -99.6% | +123.3% | -223.0% | -99.7% |
| All | -99.6% | +117.1% | -216.7% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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