+295.3%
TEL vs RCAT
-98.5%
+393.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.5% | +6.3% | -0.1% |
| 7D | +1.2% | -2.3% | +3.5% | +1.2% |
| 30D | -4.1% | -18.7% | +14.6% | -3.9% |
| 3M | -2.6% | -29.3% | +26.7% | -2.3% |
| 6M | 0.0% | -42.3% | +42.3% | +0.3% |
| YTD | -9.1% | +2.5% | -11.6% | -9.3% |
| 1Y | -0.8% | -5.7% | +4.8% | -1.2% |
| 3Y | +67.4% | +764.9% | -697.5% | +62.9% |
| 5Y | +51.8% | +182.3% | -130.5% | +48.1% |
| All | +295.3% | -98.5% | +393.8% | +272.8% |
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