+41.6%
SMH vs RCAT
-54.8%
+96.3%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -8.3% | +7.2% | +0.4% |
| 7D | +12.1% | +15.6% | -3.5% | +9.1% |
| 30D | -14.7% | -24.1% | +9.4% | -11.3% |
| 3M | -14.2% | -61.9% | +47.7% | -2.2% |
| 6M | -10.6% | -64.3% | +53.7% | +1.2% |
| YTD | +39.3% | -50.4% | +89.7% | +45.5% |
| 1Y | +41.6% | -54.0% | +95.6% | +47.8% |
| All | +41.6% | -54.8% | +96.3% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 1y: compounded portfolio wealth divided by compounded RCAT 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…
1y analysis · Full analysis span regression · 6 months rolling