+1,315.7%
MU vs RACE
+93.6%
+1,222.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.9% | +8.0% | +7.1% |
| 7D | +9.0% | -2.5% | +11.5% | +10.4% |
| 30D | +13.8% | +0.8% | +13.0% | +13.3% |
| 3M | +2.1% | +17.2% | -15.1% | -6.3% |
| 6M | +153.8% | +13.6% | +140.2% | +133.8% |
| YTD | +256.4% | +12.2% | +244.2% | +227.7% |
| 1Y | +719.8% | -16.3% | +736.0% | +789.5% |
| 3Y | +1,360.4% | +36.4% | +1,323.9% | +990.8% |
| All | +1,315.7% | +93.6% | +1,222.1% | +684.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling