+318.7%
RCAT vs UEC
+19.3%
+299.3%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.6% | +6.8% | +11.9% | +15.6% |
| 7D | -12.7% | -10.2% | -2.5% | -7.7% |
| 30D | -34.3% | -26.9% | -7.4% | -23.9% |
| 3M | -53.4% | -35.7% | -17.7% | -43.4% |
| 6M | -62.0% | -56.1% | -5.8% | -46.4% |
| YTD | -49.1% | -40.8% | -8.3% | -33.1% |
| 1Y | -53.1% | -43.4% | -9.8% | -37.3% |
| 3Y | +318.7% | +25.4% | +293.3% | +327.0% |
| All | +318.7% | +19.3% | +299.3% | +327.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling