+1,010.1%
MDB vs RCAT
-73.2%
+1,083.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.9% | -7.3% | -3.5% |
| 7D | -18.0% | +5.4% | -23.4% | -18.1% |
| 30D | -10.7% | -5.6% | -5.1% | -10.7% |
| 3M | +1.0% | -30.2% | +31.2% | +1.4% |
| 6M | +31.6% | -43.4% | +75.0% | +32.4% |
| YTD | -15.2% | +9.6% | -24.8% | -15.6% |
| 1Y | +10.1% | -2.0% | +12.1% | +9.5% |
| 3Y | -5.6% | +825.0% | -830.6% | -9.8% |
| 5Y | -24.5% | +199.8% | -224.4% | -27.5% |
| All | +1,010.1% | -73.2% | +1,083.2% | +873.6% |
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