+1,798.0%
UMC vs RCAT
-98.5%
+1,896.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.5% |
| 7D | +11.4% | -5.4% | +16.8% | +11.4% |
| 30D | +16.8% | -24.2% | +41.0% | +17.0% |
| 3M | +19.1% | -25.8% | +44.9% | +19.2% |
| 6M | +137.4% | -44.9% | +182.4% | +137.9% |
| YTD | +186.4% | +1.9% | +184.5% | +185.9% |
| 1Y | +229.1% | -5.2% | +234.2% | +228.4% |
| 3Y | +257.9% | +759.6% | -501.7% | +252.1% |
| 5Y | +137.5% | +187.5% | -50.0% | +134.1% |
| All | +1,798.0% | -98.5% | +1,896.5% | +1,693.0% |
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 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