+333.8%
RCAT vs URA
+35.4%
+298.4%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -1.9% |
| 7D | -5.9% | -1.5% | -4.4% | -3.9% |
| 30D | -19.7% | -10.4% | -9.3% | -9.1% |
| 3M | -62.9% | -29.6% | -33.2% | -47.8% |
| 6M | -59.6% | -40.3% | -19.3% | -33.3% |
| YTD | -52.1% | -25.5% | -26.6% | -32.0% |
| 1Y | -50.9% | -26.4% | -24.5% | -28.7% |
| 3Y | +333.8% | +31.4% | +302.4% | +317.4% |
| All | +333.8% | +35.4% | +298.4% | +317.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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