+871.5%
MU vs RCAT
+373.0%
+498.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.4% | +5.3% | -0.3% |
| 7D | -15.2% | -5.6% | -9.6% | -14.6% |
| 30D | -29.5% | -27.0% | -2.5% | -27.0% |
| 3M | -15.8% | -57.9% | +42.1% | -7.7% |
| 6M | -2.9% | -59.4% | +56.5% | +6.0% |
| YTD | +154.2% | -46.9% | +201.2% | +166.6% |
| 1Y | +186.6% | -54.0% | +240.6% | +202.6% |
| 3Y | +871.5% | +378.4% | +493.1% | +819.1% |
| All | +871.5% | +373.0% | +498.4% | +819.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling