+4.4%
WY vs RCAT
-98.5%
+102.9%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.0% | -2.7% |
| 7D | -3.7% | -5.4% | +1.7% | -3.6% |
| 30D | -11.3% | -24.2% | +12.9% | -11.1% |
| 3M | -8.1% | -25.8% | +17.7% | -8.0% |
| 6M | -7.4% | -44.9% | +37.5% | -7.2% |
| YTD | -4.7% | +1.9% | -6.6% | -5.0% |
| 1Y | -9.2% | -5.2% | -4.0% | -9.6% |
| 3Y | -24.7% | +759.6% | -784.3% | -26.8% |
| 5Y | -21.6% | +187.5% | -209.1% | -23.5% |
| All | +4.4% | -98.5% | +102.9% | -1.5% |
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