+337.6%
WELL vs RCAT
-98.4%
+436.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.9% | -3.4% | +0.4% |
| 7D | -1.3% | +5.4% | -6.7% | -1.3% |
| 30D | +0.5% | -5.6% | +6.1% | +0.5% |
| 3M | +19.1% | -30.2% | +49.3% | +19.2% |
| 6M | +17.0% | -43.4% | +60.4% | +17.1% |
| YTD | +29.2% | +9.6% | +19.6% | +28.8% |
| 1Y | +42.1% | -2.0% | +44.1% | +41.6% |
| 3Y | +204.5% | +825.0% | -620.5% | +197.5% |
| 5Y | +211.0% | +199.8% | +11.1% | +204.4% |
| 10Y | +337.6% | -98.4% | +436.0% | +326.4% |
| All | +337.6% | -98.4% | +436.0% | +326.4% |
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