+265.1%
MU vs RACE
+10.6%
+254.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +4.3% | -11.3% | -7.3% |
| 7D | -19.1% | +9.9% | -29.0% | -19.8% |
| 30D | -25.2% | +12.8% | -38.0% | -26.1% |
| 3M | -10.9% | +7.4% | -18.3% | -11.3% |
| 6M | +38.0% | +27.6% | +10.4% | +35.1% |
| YTD | +178.8% | +18.4% | +160.5% | +185.9% |
| 1Y | +265.1% | +9.5% | +255.6% | +281.3% |
| All | +265.1% | +10.6% | +254.6% | +281.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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