+50.7%
TEL vs RCAT
+192.8%
-142.1%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.9% | -5.6% | -2.0% |
| 7D | -1.4% | +5.4% | -6.8% | -1.7% |
| 30D | -4.9% | -5.6% | +0.7% | -4.7% |
| 3M | +0.1% | -30.2% | +30.3% | +1.5% |
| 6M | +0.4% | -43.4% | +43.7% | +2.0% |
| YTD | -8.9% | +9.6% | -18.6% | -11.0% |
| 1Y | -0.3% | -2.0% | +1.7% | -3.0% |
| 3Y | +67.6% | +825.0% | -757.4% | +41.6% |
| 5Y | +50.7% | +199.8% | -149.1% | +30.2% |
| All | +50.7% | +192.8% | -142.1% | +30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling