+390.7%
MUU vs RCAT
-51.9%
+442.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +1.9% | +22.3% | +23.2% |
| 7D | -2.5% | +7.2% | -9.7% | -3.3% |
| 30D | -39.7% | -20.4% | -19.3% | -31.4% |
| 3M | -27.4% | -59.8% | +32.3% | +7.5% |
| 6M | -38.4% | -61.9% | +23.4% | -8.2% |
| YTD | +276.4% | -45.9% | +322.3% | +342.3% |
| 1Y | +390.7% | -50.5% | +441.2% | +477.9% |
| All | +390.7% | -51.9% | +442.6% | +477.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling