+182.3%
RCAT vs UUUU
+132.1%
+50.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -6.3% |
| 7D | -2.3% | +1.8% | -4.1% | -2.9% |
| 30D | -18.7% | +1.8% | -20.5% | -19.2% |
| 3M | -29.3% | +1.3% | -30.5% | -29.0% |
| 6M | -42.3% | -26.8% | -15.5% | -35.7% |
| YTD | +2.5% | +0.1% | +2.5% | +6.3% |
| 1Y | -5.7% | +11.2% | -16.9% | -4.8% |
| 3Y | +764.9% | +97.7% | +667.2% | +629.0% |
| 5Y | +182.3% | +127.3% | +54.9% | +96.6% |
| All | +182.3% | +132.1% | +50.2% | +96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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