+22.7%
UNH vs RCAT
-54.8%
+77.4%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.3% | +8.8% | +0.6% |
| 7D | +2.4% | +15.6% | -13.2% | +2.2% |
| 30D | +7.2% | -24.1% | +31.4% | +7.4% |
| 3M | +0.5% | -61.9% | +62.4% | +1.3% |
| 6M | +3.4% | -64.3% | +67.7% | +4.1% |
| YTD | +25.2% | -50.4% | +75.5% | +21.5% |
| 1Y | +22.7% | -54.0% | +76.7% | +19.1% |
| All | +22.7% | -54.8% | +77.4% | +19.1% |
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