+177.6%
TECH vs RCAT
-98.4%
+276.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.9% | -4.0% | -0.2% |
| 7D | +0.2% | +5.4% | -5.2% | +0.1% |
| 30D | +0.1% | -5.6% | +5.7% | +0.2% |
| 3M | +37.5% | -30.2% | +67.7% | +37.7% |
| 6M | +34.6% | -43.4% | +78.0% | +34.9% |
| YTD | +23.5% | +9.6% | +13.8% | +23.1% |
| 1Y | +34.4% | -2.0% | +36.4% | +33.9% |
| 3Y | +2.3% | +825.0% | -822.7% | +0.5% |
| 5Y | -41.7% | +199.8% | -241.5% | -42.7% |
| 10Y | +177.6% | -98.4% | +276.0% | +162.3% |
| All | +177.6% | -98.4% | +276.0% | +162.3% |
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