+333.8%
RCAT vs UEC
+18.1%
+315.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.1% | -1.4% | -2.5% |
| 7D | -5.9% | -3.8% | -2.2% | -3.9% |
| 30D | -19.7% | -13.5% | -6.2% | -13.0% |
| 3M | -62.9% | -40.5% | -22.4% | -53.1% |
| 6M | -59.6% | -56.7% | -2.9% | -42.3% |
| YTD | -52.1% | -43.0% | -9.1% | -35.6% |
| 1Y | -50.9% | -42.5% | -8.4% | -33.6% |
| 3Y | +333.8% | +11.6% | +322.2% | +325.7% |
| All | +333.8% | +18.1% | +315.7% | +325.7% |
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