+28.0%
USHY vs RCAT
+796.4%
-768.4%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -3.9% | -0.1% |
| 7D | 0.0% | +5.4% | -5.4% | 0.0% |
| 30D | 0.0% | -5.6% | +5.6% | 0.0% |
| 3M | +1.2% | -30.2% | +31.4% | +1.4% |
| 6M | +2.6% | -43.4% | +46.0% | +2.9% |
| YTD | +2.4% | +9.6% | -7.2% | +2.0% |
| 1Y | +4.2% | -2.0% | +6.2% | +3.7% |
| 3Y | +28.0% | +825.0% | -797.0% | +26.0% |
| All | +28.0% | +796.4% | -768.4% | +26.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling