+1,182.4%
URI vs RCAT
-99.6%
+1,282.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.4% | +4.4% | -2.0% |
| 7D | -6.0% | -5.6% | -0.4% | -5.9% |
| 30D | +4.6% | -27.0% | +31.6% | +4.9% |
| 3M | -2.7% | -57.9% | +55.2% | -2.0% |
| 6M | +18.4% | -59.4% | +77.8% | +19.1% |
| YTD | +37.4% | -46.9% | +84.3% | +37.7% |
| 1Y | +30.4% | -54.0% | +84.4% | +30.8% |
| 3Y | +147.9% | +378.4% | -230.5% | +143.1% |
| 5Y | +202.1% | +61.9% | +140.1% | +197.1% |
| 10Y | +1,182.4% | -99.6% | +1,282.0% | +1,163.2% |
| All | +1,182.4% | -99.6% | +1,282.0% | +1,163.2% |
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