+1,218.8%
URI vs RCAT
-99.6%
+1,318.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +11.4% | -4.5% | +6.8% |
| 7D | -4.0% | +1.1% | -5.1% | -4.0% |
| 30D | +6.8% | -22.0% | +28.8% | +7.0% |
| 3M | -2.8% | -51.1% | +48.3% | -2.3% |
| 6M | +20.9% | -56.6% | +77.5% | +21.5% |
| YTD | +40.2% | -43.3% | +83.5% | +40.5% |
| 1Y | +34.1% | -51.5% | +85.6% | +34.4% |
| 3Y | +164.1% | +411.4% | -247.2% | +158.9% |
| 5Y | +199.3% | +74.4% | +124.9% | +194.2% |
| 10Y | +1,218.8% | -99.6% | +1,318.4% | +1,198.1% |
| All | +1,218.8% | -99.6% | +1,318.4% | +1,198.1% |
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 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