+455.3%
WELL vs RCAT
-99.6%
+554.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +11.4% | -10.4% | +0.9% |
| 7D | +3.5% | +1.1% | +2.4% | +3.5% |
| 30D | +9.7% | -22.0% | +31.7% | +9.8% |
| 3M | +4.8% | -51.1% | +55.9% | +5.1% |
| 6M | +16.1% | -56.6% | +72.7% | +16.4% |
| YTD | +34.7% | -43.3% | +78.0% | +34.7% |
| 1Y | +31.9% | -51.5% | +83.4% | +31.9% |
| 3Y | +209.9% | +411.4% | -201.5% | +203.5% |
| 5Y | +226.5% | +74.4% | +152.1% | +220.7% |
| 10Y | +455.3% | -99.6% | +554.9% | +438.1% |
| All | +455.3% | -99.6% | +554.9% | +438.1% |
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