+225.8%
WELL vs RCAT
+46.9%
+178.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +18.6% | -18.8% | -0.3% |
| 7D | +4.4% | -12.7% | +17.2% | +4.5% |
| 30D | +10.8% | -34.3% | +45.1% | +11.1% |
| 3M | +4.2% | -53.4% | +57.6% | +4.8% |
| 6M | +14.0% | -62.0% | +76.0% | +14.5% |
| YTD | +33.4% | -49.1% | +82.5% | +32.7% |
| 1Y | +32.4% | -53.1% | +85.5% | +31.7% |
| 3Y | +194.7% | +318.7% | -123.9% | +160.4% |
| All | +225.8% | +46.9% | +178.9% | +205.8% |
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 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