+2,816.1%
UNH vs RCAT
-100.0%
+2,916.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.4% | +8.3% | +1.9% |
| 7D | +0.2% | -5.6% | +5.8% | +0.2% |
| 30D | +6.8% | -27.0% | +33.8% | +6.8% |
| 3M | -0.3% | -57.9% | +57.6% | -0.2% |
| 6M | +7.9% | -59.4% | +67.3% | +8.0% |
| YTD | +25.1% | -46.9% | +72.1% | +25.2% |
| 1Y | +29.3% | -54.0% | +83.4% | +29.4% |
| 3Y | -20.3% | +378.4% | -398.7% | -20.5% |
| 5Y | -3.6% | +61.9% | -65.5% | -3.8% |
| 10Y | +227.5% | -99.6% | +327.1% | +228.2% |
| All | +2,816.1% | -100.0% | +2,916.1% | +2,823.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling