-15.1%
WU vs RCAT
-50.7%
+35.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.9% | -4.9% | -3.0% |
| 7D | +2.1% | +7.2% | -5.1% | +2.2% |
| 30D | +10.1% | -20.4% | +30.6% | +10.7% |
| 3M | -1.1% | -59.8% | +58.6% | +0.3% |
| 6M | -19.8% | -61.9% | +42.1% | -18.5% |
| YTD | -20.8% | -45.9% | +25.1% | -21.1% |
| All | -15.1% | -50.7% | +35.6% | -15.3% |
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