-98.4%
RCAT vs UEC
+933.9%
-1,032.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.0% | +0.8% | +3.3% |
| 7D | +5.4% | +2.6% | +2.8% | +4.9% |
| 30D | -5.6% | +5.6% | -11.2% | -6.6% |
| 3M | -30.2% | -5.7% | -24.5% | -29.4% |
| 6M | -43.4% | -8.0% | -35.3% | -42.2% |
| YTD | +9.6% | +1.8% | +7.8% | +11.5% |
| 1Y | -2.0% | +0.6% | -2.6% | -0.2% |
| 3Y | +825.0% | +155.2% | +669.8% | +718.9% |
| 5Y | +199.8% | +305.8% | -106.0% | +133.8% |
| 10Y | -98.4% | +943.0% | -1,041.4% | -98.4% |
| All | -98.4% | +933.9% | -1,032.3% | -98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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