+214.3%
UNH vs RCAT
-99.8%
+314.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.3% | +8.8% | +0.6% |
| 7D | +2.4% | +15.6% | -13.2% | +2.3% |
| 30D | +7.2% | -24.1% | +31.4% | +7.4% |
| 3M | +0.5% | -61.9% | +62.4% | +0.9% |
| 6M | +3.4% | -64.3% | +67.7% | +3.8% |
| YTD | +25.2% | -50.4% | +75.5% | +25.3% |
| 1Y | +22.7% | -54.0% | +76.7% | +22.8% |
| 3Y | -20.3% | +347.2% | -367.4% | -21.4% |
| 5Y | -3.4% | +45.7% | -49.1% | -4.6% |
| All | +214.3% | -99.8% | +314.1% | +221.7% |
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