+822.0%
MU vs RACE
+65.1%
+756.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -2.3% | -15.1% | -16.3% |
| 7D | -29.7% | +5.7% | -35.4% | -31.7% |
| 30D | -37.2% | +9.3% | -46.5% | -40.1% |
| 3M | -26.5% | +3.8% | -30.3% | -28.1% |
| 6M | +2.6% | +29.8% | -27.2% | -11.7% |
| YTD | +130.1% | +15.6% | +114.5% | +107.8% |
| 1Y | +176.7% | +5.1% | +171.6% | +164.1% |
| 3Y | +813.1% | +30.8% | +782.3% | +607.6% |
| 5Y | +822.0% | +67.4% | +754.5% | +450.6% |
| All | +822.0% | +65.1% | +756.9% | +450.6% |
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