+4,598.6%
MU vs RACE
+738.5%
+3,860.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | 0.0% | +11.9% | +11.9% |
| 7D | +2.0% | -3.9% | +5.9% | +4.6% |
| 30D | -18.0% | +6.8% | -24.8% | -21.1% |
| 3M | -6.6% | +1.3% | -7.9% | -7.7% |
| 6M | +2.0% | +26.3% | -24.2% | -12.3% |
| YTD | +184.5% | +13.8% | +170.7% | +155.0% |
| 1Y | +236.9% | -0.5% | +237.3% | +227.9% |
| 3Y | +987.0% | +25.6% | +961.3% | +766.9% |
| 5Y | +1,014.6% | +67.6% | +947.0% | +615.4% |
| All | +4,598.6% | +738.5% | +3,860.0% | +1,367.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling