+467.0%
TEAM vs RCAT
-99.6%
+566.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +11.4% | -10.6% | +0.7% |
| 7D | -17.2% | +1.1% | -18.3% | -17.3% |
| 30D | -25.1% | -22.0% | -3.1% | -24.9% |
| 3M | +3.9% | -51.1% | +55.1% | +4.6% |
| 6M | +69.1% | -56.6% | +125.7% | +70.3% |
| YTD | -4.5% | -43.3% | +38.8% | -4.3% |
| 1Y | -1.9% | -51.5% | +49.7% | -1.6% |
| 3Y | -9.3% | +411.4% | -420.7% | -12.1% |
| 5Y | -65.2% | +74.4% | -139.6% | -66.1% |
| 10Y | +467.0% | -99.6% | +566.6% | +433.8% |
| All | +467.0% | -99.6% | +566.6% | +433.8% |
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