-98.5%
RCAT vs MDY
+170.4%
-268.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.1% | -5.4% | -5.3% |
| 7D | -2.3% | -0.8% | -1.5% | -1.4% |
| 30D | -18.7% | -3.9% | -14.8% | -14.6% |
| 3M | -29.3% | 0.0% | -29.2% | -28.5% |
| 6M | -42.3% | +8.5% | -50.9% | -46.1% |
| YTD | +2.5% | +13.2% | -10.7% | -8.0% |
| 1Y | -5.7% | +15.0% | -20.7% | -15.0% |
| 3Y | +764.9% | +49.6% | +715.3% | +529.8% |
| 5Y | +182.3% | +46.0% | +136.3% | +108.0% |
| 10Y | -98.5% | +176.4% | -274.9% | -99.6% |
| All | -98.5% | +170.4% | -268.9% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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