+959.5%
MDB vs RCAT
-87.9%
+1,047.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.3% | +8.8% | +0.6% |
| 7D | +11.6% | +15.6% | -4.0% | +11.3% |
| 30D | -8.9% | -24.1% | +15.2% | -8.6% |
| 3M | -22.4% | -61.9% | +39.5% | -21.3% |
| 6M | +10.1% | -64.3% | +74.4% | +11.6% |
| YTD | -19.0% | -50.4% | +31.3% | -18.5% |
| 1Y | -7.0% | -54.0% | +47.0% | -6.4% |
| 3Y | -9.8% | +347.2% | -357.0% | -12.9% |
| 5Y | -40.1% | +45.7% | -85.8% | -41.7% |
| All | +959.5% | -87.9% | +1,047.3% | +839.7% |
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 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