+20.8%
MUB vs RACE
+740.1%
-719.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.1% |
| 7D | +0.7% | +5.1% | -4.4% | +0.5% |
| 30D | +4.4% | +7.7% | -3.3% | +4.1% |
| 3M | -0.2% | +2.2% | -2.3% | -0.3% |
| 6M | -0.6% | +23.8% | -24.4% | -1.4% |
| YTD | +0.3% | +13.9% | -13.6% | -0.3% |
| 1Y | +0.8% | +3.8% | -3.0% | +0.5% |
| 3Y | +12.0% | +28.0% | -16.0% | +10.3% |
| 5Y | +3.4% | +64.9% | -61.5% | +0.5% |
| All | +20.8% | +740.1% | -719.3% | +10.9% |
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 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