+708.6%
TLN vs RCAT
+295.0%
+413.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.7% | -2.4% |
| 7D | +11.0% | -5.9% | +17.0% | +11.6% |
| 30D | +4.9% | -19.7% | +24.6% | +6.7% |
| 3M | +4.9% | -62.9% | +67.8% | +13.7% |
| 6M | +7.1% | -59.6% | +66.7% | +14.1% |
| YTD | +0.3% | -52.1% | +52.4% | +4.3% |
| 1Y | +5.9% | -50.9% | +56.8% | +9.5% |
| 3Y | +578.5% | +333.8% | +244.7% | +555.9% |
| All | +708.6% | +295.0% | +413.6% | +682.0% |
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