+240.3%
UMC vs RCAT
-14.2%
+254.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.5% | +3.8% | +2.5% |
| 7D | +9.0% | -4.9% | +13.9% | +9.4% |
| 30D | +17.2% | -22.9% | +40.1% | +19.7% |
| 3M | +11.4% | -33.7% | +45.1% | +13.8% |
| 6M | +137.5% | -50.7% | +188.3% | +143.4% |
| YTD | +193.1% | +0.4% | +192.7% | +189.3% |
| 1Y | +240.3% | -27.6% | +267.9% | +252.4% |
| All | +240.3% | -14.2% | +254.5% | +252.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling