-99.8%
RCAT vs SUI
+115.7%
-215.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.6% | -1.5% | +20.1% | +19.3% |
| 7D | -12.7% | +6.2% | -19.0% | -15.7% |
| 30D | -34.3% | +8.6% | -42.9% | -37.6% |
| 3M | -53.4% | +1.0% | -54.4% | -54.2% |
| 6M | -62.0% | -2.6% | -59.4% | -62.4% |
| YTD | -49.1% | -0.1% | -48.9% | -50.5% |
| 1Y | -53.1% | +0.5% | -53.6% | -54.7% |
| 3Y | +318.7% | +15.3% | +303.4% | +257.5% |
| 5Y | +48.5% | -26.1% | +74.7% | +65.6% |
| All | -99.8% | +115.7% | -215.5% | -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