+26.3%
SYY vs RCAT
+738.1%
-711.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -6.5% | +8.7% | +2.2% |
| 7D | -0.2% | -2.3% | +2.1% | -0.2% |
| 30D | -2.7% | -18.7% | +16.0% | -2.6% |
| 3M | +5.9% | -29.3% | +35.2% | +6.1% |
| 6M | -2.3% | -42.3% | +40.0% | -2.1% |
| YTD | +13.1% | +2.5% | +10.6% | +13.1% |
| 1Y | +3.8% | -5.7% | +9.4% | +3.8% |
| All | +26.3% | +738.1% | -711.8% | +27.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling