+45.7%
RCAT vs UUUU
-39.3%
+85.0%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -3.6% | -4.7% | -6.9% |
| 7D | +15.6% | +1.4% | +14.2% | +15.4% |
| 30D | -24.1% | -27.9% | +3.8% | -13.8% |
| 3M | -61.9% | -53.8% | -8.0% | -49.4% |
| 6M | -64.3% | -68.1% | +3.8% | -46.2% |
| YTD | -50.4% | -54.1% | +3.7% | -31.6% |
| 1Y | -54.0% | -57.8% | +3.7% | -35.2% |
| 3Y | +347.2% | -15.4% | +362.6% | +405.2% |
| 5Y | +45.7% | -39.2% | +85.0% | +46.2% |
| All | +45.7% | -39.3% | +85.0% | +46.2% |
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