-99.7%
RCAT vs MDY
+173.8%
-273.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.0% |
| 7D | +7.2% | +0.2% | +7.1% | +8.0% |
| 30D | -20.4% | +2.1% | -22.6% | -21.4% |
| 3M | -59.8% | -3.6% | -56.1% | -57.4% |
| 6M | -61.9% | +1.7% | -63.5% | -61.5% |
| YTD | -45.9% | +13.8% | -59.7% | -51.1% |
| 1Y | -50.5% | +15.5% | -66.0% | -55.5% |
| 3Y | +387.5% | +58.3% | +329.2% | +244.5% |
| 5Y | +70.9% | +37.4% | +33.5% | +36.0% |
| 10Y | -99.7% | +171.0% | -270.7% | -99.9% |
| All | -99.7% | +173.8% | -273.5% | -99.9% |
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