-8.9%
WU vs RCAT
-14.2%
+5.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +0.6% |
| 7D | -3.5% | -4.9% | +1.4% | -3.4% |
| 30D | -2.9% | -22.9% | +19.9% | -2.4% |
| 3M | -2.3% | -33.7% | +31.5% | -1.3% |
| 6M | -25.4% | -50.7% | +25.4% | -24.4% |
| YTD | -21.2% | +0.4% | -21.6% | -23.2% |
| 1Y | -8.9% | -27.6% | +18.8% | -9.7% |
| All | -8.9% | -14.2% | +5.3% | -9.7% |
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