+121.0%
FCUV vs RCAT
-59.7%
+180.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | -3.4% | +139.4% | +136.3% |
| 7D | +148.8% | -5.9% | +154.7% | +149.5% |
| 30D | +95.0% | -19.7% | +114.7% | +101.6% |
| 3M | +27.8% | -62.9% | +90.7% | +44.3% |
| 6M | +121.0% | -59.6% | +180.5% | +125.3% |
| All | +121.0% | -59.7% | +180.7% | +125.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling