+2,538.2%
MUU vs RCAT
+159.6%
+2,378.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.9% | -6.9% | -4.1% |
| 7D | +13.9% | +5.4% | +8.5% | +12.1% |
| 30D | +24.8% | -5.6% | +30.4% | +25.9% |
| 3M | -15.7% | -30.2% | +14.5% | -6.6% |
| 6M | +338.9% | -43.4% | +382.3% | +399.6% |
| YTD | +563.2% | +9.6% | +553.5% | +522.5% |
| 1Y | +2,577.5% | -2.0% | +2,579.5% | +2,404.6% |
| All | +2,538.2% | +159.6% | +2,378.7% | +1,928.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling