+25.8%
UNH vs RCAT
-54.8%
+80.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +0.6% |
| 7D | +3.4% | -5.9% | +9.3% | +3.4% |
| 30D | +3.0% | -19.7% | +22.7% | +3.1% |
| 3M | +2.7% | -62.9% | +65.6% | +3.4% |
| 6M | +2.8% | -59.6% | +62.4% | +3.2% |
| YTD | +25.9% | -52.1% | +78.0% | +22.7% |
| 1Y | +25.8% | -50.9% | +76.7% | +21.9% |
| All | +25.8% | -54.8% | +80.6% | +21.9% |
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