+906.2%
MU vs RACE
+26.8%
+879.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.7% | +5.6% | +6.0% |
| 7D | -12.0% | +3.9% | -16.0% | -13.2% |
| 30D | -28.7% | +7.4% | -36.2% | -30.5% |
| 3M | -16.4% | +1.6% | -18.1% | -17.0% |
| 6M | -1.8% | +23.3% | -25.1% | -9.8% |
| YTD | +157.1% | +14.7% | +142.4% | +141.7% |
| 1Y | +208.5% | +2.5% | +206.0% | +205.4% |
| 3Y | +906.2% | +28.0% | +878.2% | +821.3% |
| All | +906.2% | +26.8% | +879.3% | +821.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling