+86.2%
SU vs RCAT
-59.1%
+145.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -10.3% | +5.8% | -4.4% |
| 7D | -7.1% | -18.5% | +11.4% | -7.0% |
| 30D | +4.8% | -37.0% | +41.7% | +5.2% |
| 3M | +12.5% | -54.9% | +67.3% | +13.5% |
| 6M | +6.5% | -63.6% | +70.1% | +8.1% |
| YTD | +65.8% | -49.6% | +115.4% | +65.9% |
| 1Y | +86.2% | -57.8% | +144.0% | +87.1% |
| All | +86.2% | -59.1% | +145.3% | +87.1% |
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