+441.0%
TEAM vs RCAT
-99.6%
+540.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.4% | +2.4% | -4.0% |
| 7D | -22.2% | -5.6% | -16.6% | -22.2% |
| 30D | -28.1% | -27.0% | -1.1% | -27.9% |
| 3M | -2.2% | -57.9% | +55.7% | -1.3% |
| 6M | +62.2% | -59.4% | +121.6% | +63.5% |
| YTD | -8.4% | -46.9% | +38.6% | -8.2% |
| 1Y | -6.6% | -54.0% | +47.4% | -6.3% |
| 3Y | -15.7% | +378.4% | -394.1% | -18.2% |
| 5Y | -65.7% | +61.9% | -127.6% | -66.6% |
| 10Y | +441.0% | -99.6% | +540.6% | +409.9% |
| All | +441.0% | -99.6% | +540.6% | +409.9% |
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