+6,245.2%
MU vs RACE
+647.6%
+5,597.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.9% | +8.0% | +7.2% |
| 7D | +9.0% | -2.5% | +11.5% | +10.5% |
| 30D | +13.8% | +0.8% | +13.0% | +13.3% |
| 3M | +2.1% | +17.2% | -15.1% | -7.3% |
| 6M | +153.8% | +13.6% | +140.2% | +131.0% |
| YTD | +256.4% | +12.2% | +244.2% | +223.2% |
| 1Y | +719.8% | -16.3% | +736.0% | +776.6% |
| 3Y | +1,360.4% | +36.4% | +1,323.9% | +1,008.1% |
| 5Y | +1,312.4% | +95.0% | +1,217.5% | +738.4% |
| 10Y | +6,142.6% | +813.2% | +5,329.3% | +1,374.1% |
| All | +6,245.2% | +647.6% | +5,597.6% | +1,340.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling