+4,407.5%
MU vs RCAT
-99.8%
+4,507.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.4% | +0.9% | -2.5% |
| 7D | +12.8% | -5.9% | +18.7% | +12.9% |
| 30D | -14.9% | -19.7% | +4.8% | -14.6% |
| 3M | -18.0% | -62.9% | +44.8% | -17.2% |
| 6M | -3.1% | -59.6% | +56.5% | -2.3% |
| YTD | +172.9% | -52.1% | +225.0% | +174.5% |
| 1Y | +228.8% | -50.9% | +279.7% | +230.7% |
| 3Y | +950.8% | +333.8% | +617.1% | +940.4% |
| 5Y | +931.3% | +40.7% | +890.5% | +923.1% |
| All | +4,407.5% | -99.8% | +4,507.3% | +4,451.5% |
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