+3,137.7%
WELL vs RCAT
-100.0%
+3,237.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +18.6% | -18.8% | -0.2% |
| 7D | +4.4% | -12.7% | +17.2% | +4.4% |
| 30D | +10.8% | -34.3% | +45.1% | +10.8% |
| 3M | +4.2% | -53.4% | +57.6% | +4.3% |
| 6M | +14.0% | -62.0% | +76.0% | +14.1% |
| YTD | +33.4% | -49.1% | +82.5% | +33.4% |
| 1Y | +32.4% | -53.1% | +85.5% | +32.4% |
| 3Y | +194.7% | +318.7% | -123.9% | +193.8% |
| 5Y | +226.5% | +48.5% | +177.9% | +225.5% |
| 10Y | +429.8% | -99.6% | +529.5% | +430.6% |
| All | +3,137.7% | -100.0% | +3,237.7% | +3,467.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling