+2,683.6%
MUU vs RCAT
+142.7%
+2,540.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -6.5% | +12.0% | +7.4% |
| 7D | +15.0% | -2.3% | +17.3% | +15.4% |
| 30D | +36.8% | -18.7% | +55.5% | +44.2% |
| 3M | -8.5% | -29.3% | +20.8% | +1.3% |
| 6M | +320.7% | -42.3% | +363.1% | +379.1% |
| YTD | +599.7% | +2.5% | +597.2% | +568.5% |
| 1Y | +2,569.2% | -5.7% | +2,574.9% | +2,426.4% |
| All | +2,683.6% | +142.7% | +2,540.9% | +2,078.6% |
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