+45.7%
RCAT vs URA
+28.3%
+17.4%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -3.8% | -4.5% | -5.7% |
| 7D | +15.6% | +4.5% | +11.1% | +13.2% |
| 30D | -24.1% | -13.4% | -10.7% | -15.1% |
| 3M | -61.9% | -28.4% | -33.5% | -51.9% |
| 6M | -64.3% | -40.5% | -23.9% | -48.7% |
| YTD | -50.4% | -24.3% | -26.1% | -35.6% |
| 1Y | -54.0% | -28.8% | -25.2% | -37.9% |
| 3Y | +347.2% | +37.6% | +309.5% | +383.2% |
| 5Y | +45.7% | +30.7% | +15.1% | +41.7% |
| All | +45.7% | +28.3% | +17.4% | +41.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling