+59.8%
UBER vs RCAT
+41.8%
+18.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.3% | +1.0% |
| 7D | +1.6% | -5.9% | +7.5% | +2.0% |
| 30D | +0.6% | -19.7% | +20.2% | +1.6% |
| 3M | -8.2% | -62.9% | +54.7% | -2.8% |
| 6M | -6.7% | -59.6% | +52.9% | -2.7% |
| YTD | -14.7% | -52.1% | +37.4% | -13.4% |
| 1Y | -24.1% | -50.9% | +26.8% | -23.3% |
| 3Y | +33.4% | +333.8% | -300.4% | +5.9% |
| All | +59.8% | +41.8% | +18.0% | +34.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling