-5.2%
RCAT vs UEC
-8.9%
+3.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | +2.7% |
| 7D | -5.4% | -4.3% | -1.1% | -2.6% |
| 30D | -24.2% | -3.8% | -20.4% | -23.1% |
| 3M | -25.8% | +17.0% | -42.8% | -33.6% |
| 6M | -44.9% | -23.9% | -21.0% | -36.1% |
| YTD | +1.9% | -5.7% | +7.5% | +9.0% |
| 1Y | -5.2% | -12.5% | +7.4% | +21.2% |
| All | -5.2% | -8.9% | +3.7% | +21.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling