+30.9%
WELL vs RCAT
-53.5%
+84.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +11.4% | -10.4% | +1.4% |
| 7D | +3.5% | +1.1% | +2.4% | +3.7% |
| 30D | +9.7% | -22.0% | +31.7% | +8.9% |
| 3M | +4.8% | -51.1% | +55.9% | +2.3% |
| 6M | +16.1% | -56.6% | +72.7% | +12.9% |
| YTD | +34.7% | -43.3% | +78.0% | +32.5% |
| All | +30.9% | -53.5% | +84.3% | +28.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling