+71.0%
UBER vs RCAT
+125.8%
-54.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.5% | +3.7% | -2.7% |
| 7D | -7.0% | -2.3% | -4.7% | -7.0% |
| 30D | -8.9% | -18.7% | +9.8% | -8.5% |
| 3M | +1.0% | -29.3% | +30.3% | +1.6% |
| 6M | -3.7% | -42.3% | +38.6% | -3.1% |
| YTD | -13.0% | +2.5% | -15.5% | -13.8% |
| 1Y | -25.5% | -5.7% | -19.8% | -26.3% |
| 3Y | +50.5% | +764.9% | -714.4% | +40.0% |
| 5Y | +76.2% | +182.3% | -106.1% | +65.2% |
| All | +71.0% | +125.8% | -54.8% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling