+517.6%
SPMO vs RCAT
-98.5%
+616.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.5% |
| 7D | -0.9% | -4.9% | +4.0% | -0.9% |
| 30D | -1.9% | -22.9% | +21.0% | -1.7% |
| 3M | -1.4% | -33.7% | +32.4% | -1.1% |
| 6M | +25.5% | -50.7% | +76.2% | +25.9% |
| YTD | +24.8% | +0.4% | +24.5% | +24.6% |
| 1Y | +24.5% | -27.6% | +52.1% | +24.4% |
| 3Y | +157.1% | +753.2% | -596.0% | +151.7% |
| 5Y | +149.5% | +183.3% | -33.8% | +144.7% |
| All | +517.6% | -98.5% | +616.1% | +467.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling