+451.5%
WST vs RCAT
-99.7%
+551.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | +0.1% |
| 7D | +1.1% | +7.2% | -6.2% | +1.0% |
| 30D | +12.4% | -20.4% | +32.8% | +12.5% |
| 3M | +17.6% | -59.8% | +77.3% | +17.9% |
| 6M | +28.3% | -61.9% | +90.1% | +28.6% |
| YTD | +50.5% | -45.9% | +96.4% | +50.6% |
| 1Y | +49.4% | -50.5% | +99.9% | +49.5% |
| 3Y | +21.9% | +387.5% | -365.6% | +20.6% |
| 5Y | +0.4% | +70.9% | -70.6% | -0.6% |
| 10Y | +451.5% | -99.7% | +551.2% | +461.2% |
| All | +451.5% | -99.7% | +551.2% | +461.2% |
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