+4,271.9%
MU vs RCAT
-99.6%
+4,371.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +11.4% | -5.1% | +6.1% |
| 7D | -12.0% | +1.1% | -13.2% | -12.1% |
| 30D | -28.7% | -22.0% | -6.7% | -28.5% |
| 3M | -16.4% | -51.1% | +34.7% | -15.9% |
| 6M | -1.8% | -56.6% | +54.8% | -1.0% |
| YTD | +157.1% | -43.3% | +200.3% | +158.1% |
| 1Y | +208.5% | -51.5% | +260.0% | +210.1% |
| 3Y | +906.2% | +411.4% | +494.8% | +893.6% |
| 5Y | +893.4% | +74.4% | +819.0% | +882.9% |
| 10Y | +4,271.9% | -99.6% | +4,371.5% | +4,238.6% |
| All | +4,271.9% | -99.6% | +4,371.5% | +4,238.6% |
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